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Broadcom Soars on $10B AI Chip Deal, Likely With OpenAI

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Broadcom shares surged 15% Friday after unveiling a $10 billion AI chip order from a new, unnamed customer—an announcement that cements its role as a key custom chip supplier in the race to expand generative AI infrastructure. The blockbuster order immediately sparked speculation that the buyer is OpenAI, with analysts at J.P. Morgan, Bernstein, and Morgan Stanley pointing to the timing and scale of the deal.

If confirmed, the partnership would mark OpenAI’s biggest move yet toward developing its own in-house processors, reducing reliance on Nvidia and AMD, whose stock prices dipped 2% and 5% respectively after Broadcom’s news. Reuters previously reported that OpenAI had been working with Broadcom on a custom chip project.

The deal highlights Big Tech’s broader trend of diversifying away from Nvidia’s costly, supply-constrained GPUs. Microsoft, Amazon, Google, and Meta are already designing their own silicon. Broadcom, which already supplies custom AI chips to Google and Meta, now appears positioned to capture even more of the rapidly expanding market.

The rally added more than $200 billion to Broadcom’s valuation, boosting its market cap above $1.44 trillion. Analysts now forecast Broadcom’s AI revenue could surpass $40 billion in fiscal 2026, far above last quarter’s $30 billion projection.

Adding to investor optimism, longtime CEO Hock Tan confirmed he would remain in charge for at least another five years. Under his leadership, Broadcom has transformed into a central player in the global AI supply chain.

Warner Bros Discovery Sues Midjourney Over Use of Superman, Scooby-Doo in AI Images

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Warner Bros Discovery (WBD.O) has filed a lawsuit against AI photo-generation company Midjourney, accusing it of illegally using iconic characters such as Superman, Batman, Wonder Woman, Bugs Bunny, and Scooby-Doo to train and generate images without authorization.

In a complaint lodged in Los Angeles federal court, Warner Bros alleged that Midjourney built its platform by exploiting copyrighted material, enabling subscribers to create high-quality, downloadable depictions of its characters “in every imaginable scene.” The lawsuit claims Midjourney knowingly disregarded copyright protections, pointing to the company’s prior restriction on video generation from infringing images, a safeguard that was recently lifted and promoted as an upgrade.

“Midjourney has made a calculated and profit-driven decision to offer zero protection for copyright owners, even though it knows the breathtaking scope of its piracy,” the complaint states. Warner Bros is seeking damages, disgorgement of profits, and an injunction to stop further unauthorized use.

The action follows a similar case brought in June by Walt Disney and Comcast’s Universal, which accused Midjourney of misusing characters including Darth Vader, Shrek, Bart Simpson, and Ariel from The Little Mermaid.

Founded in 2022 by David Holz, San Francisco-based Midjourney has grown rapidly, amassing nearly 21 million users and generating an estimated $300 million in revenue in 2024. The company has previously argued that training AI models on copyrighted works falls under “fair use,” allowing for the “free flow of ideas and information.”

Warner Bros, whose portfolio spans DC Comics, Hanna-Barbera, Cartoon Network, and Turner Entertainment, said protecting its intellectual property is vital to safeguarding its creative partnerships and investments. “The heart of what we do is develop stories and characters to entertain our audiences,” a company spokesperson said.

The case is Warner Bros Entertainment Inc et al v Midjourney Inc, U.S. District Court, Central District of California, No. 25-08376.

OpenAI to Debut First AI Chip in 2026 With Broadcom Partnership

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OpenAI will launch its first in-house artificial intelligence chip in 2026 through a partnership with U.S. semiconductor leader Broadcom (AVGO.O), according to the Financial Times. The chip will be used internally to power OpenAI’s own AI systems rather than being sold to external customers, people familiar with the matter said.

The move reflects OpenAI’s push to diversify away from Nvidia, whose GPUs currently dominate AI computing, and to lower infrastructure costs amid surging demand for training and running large-scale AI models like ChatGPT. OpenAI has previously collaborated with Broadcom and Taiwan Semiconductor Manufacturing Co. (TSMC) on design and fabrication, while also supplementing with AMD and Nvidia chips.

Reuters earlier reported that OpenAI was finalizing the design of its first custom silicon, to be manufactured at TSMC, with a focus on reducing reliance on outside suppliers. By developing its own chip, OpenAI joins rivals Google, Amazon, and Meta, which have already rolled out proprietary processors to handle escalating AI workloads.

The timing of the news coincides with Broadcom CEO Hock Tan’s announcement on Thursday that the company had secured over $10 billion in AI infrastructure orders from a new unnamed customer, set to drive significant revenue growth in fiscal 2026. Industry watchers say OpenAI could be that customer, given its scale and need for dedicated compute.

If successful, the partnership would not only help OpenAI gain greater control over its AI infrastructure but also cement Broadcom’s position as a leading custom silicon provider in the generative AI era.