OpenAI makes a gigantic bet: it will create its own custom accelerators and then partner with Broadcom to produce and deploy 10 gigawatts of compute capacity. Deployment is scheduled to begin in the second half of 2026 and is expected to be completed by 2029. This bet is as much about cost and control as performance. https://crafmin.com/openai-broadcom-10gw-custom-accelerators/