Analysis OpenAI is allegedly developing a custom AI accelerator with the help of Broadcom in an apparent bid to curb its reliance on Nvidia and drive down the cost of its GPT family of models.

Citing, you guessed it, unnamed sources familiar with the matter, the Financial Times reports that Broadcom's $10 billion mystery customer teased by CEO Hock Tan on Thursday's earnings call was none other than Sam Altman's AI hype factory OpenAI.

While Broadcom isn't in the habit of disclosing its customers, it's an open secret that the company's intellectual property forms the foundation of much of the custom cloud silicon out there.

Speaking to analysts on Thursday's call, Tan said Broadcom is currently serving three XPU customers with a fourth on the way.

"Last quarter, one of these prospects

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