💾 OpenAI taps Broadcom for AI chips

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Tuesday’s AI Report

• 1. 💾 OpenAI taps Broadcom for AI chips
• 2. 🔒 In partnership with IBM
• 3. 🧯 How AI enhanced workplace safety
• 4. 📈 In partnership with Upscaile
• 5. 👷‍♂️ Salesforce commits to San Francisco
• 6. ⚖️ California enforces AI disclosure law

Read Time: 5 minutes

OpenAI taps Broadcom for AI chips

🚨 Our Report

OpenAI has inked a landmark agreement with Broadcom to develop up to 10 gigawatts of custom AI chips, aiming to expand its computing power and ease dependency on Nvidia’s GPUs.

🔓 Key Points

The partnership will see Broadcom design and manufacture advanced accelerators tailored for OpenAI’s large-scale model training infrastructure.
The project reinforces OpenAI’s long-term plan to build a self-reliant chip ecosystem, following industry peers such as Google and Amazon that have pursued proprietary hardware for AI workloads.
Broadcom’s shares jumped after the announcement, reflecting optimism that AI chip contracts could become a major revenue stream.

🔐 Relevance

This collaboration marks a strategic shift in the AI supply chain as leading developers push toward in-house or exclusive chip solutions. It also underlines the growing importance of chip diversification and infrastructure control in an industry driven by scarcity and escalating computational fees.

FULL STORY

3 actions to help boost agentic AI impact

Businesses face many challenges going from AI ambition to implementation. Success requires more than adopting new technology.

It involves intentionally aligning AI with workflows, data, and goals. As AI evolves into a business-wide opportunity, leaders must ensure the right AI is applied to the right challenges.

Explore IBM’s playbook detailing 3 challenges and approaches you can take to help boost the impact of your agentic AI.

Finding your AI problem
Creating a clear AI plan
Integrating AI with the tools you use every day

READ THE PLAYBOOK

How AI enhanced workplace safety

Marks & Spencer’s logistics team faced recurring safety incidents and minor visibility into daily worker behaviors across its busy distribution centers.
M&S deployed Protex AI’s computer vision platform, which uses existing CCTV infrastructure to detect unsafe actions such as workers stepping into vehicle zones or improper lifting techniques.
Within weeks of implementation, safety violations dropped sharply, near‑misses were identified before escalating, and M&S gained data to target training where risk was highest.

FIND OUT MORE

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Salesforce announced it will invest $15B in its home city over the next five years, strengthening its local presence and signaling confidence in San Francisco’s post-pandemic recovery.
The commitment includes expanding office space, funding housing and public infrastructure projects, and increasing philanthropic grants through the Salesforce Foundation.
The move positions Salesforce as a key corporate stabilizer in the Bay Area’s tech economy. It also comes as the city intensifies efforts to retain major employers and revitalize its downtown.

FULL STORY

California has passed a law requiring AI systems to identify themselves clearly when interacting with humans, making it the first U.S. state to mandate transparency at the conversational level.
The measure targets situations where AI could be mistaken for a human voice or personality, such as customer support bots, political messaging, or online transactions.
Violations will be treated as deceptive business practices under California’s consumer protection laws, exposing companies to potential fines and enforcement actions.

FULL STORY