# 据报道，除非微软购买40%的芯片，否则博通将不会为OpenAI生产定制芯片

- 来源：The Decoder：AI News（RSS）
- 作者：Matthias Bastian
- 发布时间：2026-05-09 18:45
- AIHOT 分数：59
- AIHOT 链接：https://aihot.virxact.com/items/cmoy8g35m07x8sllhi4tw6rep
- 原文链接：https://the-decoder.com/broadcom-reportedly-wont-build-openais-custom-chip-unless-microsoft-buys-40-percent-of-them

## AI 摘要

OpenAI与博通的定制AI芯片项目因资金问题受阻。博通要求微软承诺购买其40%的芯片产量才会投入生产，而微软尚未同意这一条件。OpenAI高管萨钦·卡蒂在内部消息中称这种依赖关系“在财务上缺乏吸引力”。仅项目第一阶段成本就高达约180亿美元。目前三方谈判陷入僵局，芯片生产计划面临搁浅风险。

## 正文

Broadcom reportedly won't build OpenAI's custom chip unless Microsoft buys 40 percent of them

OpenAI's plan to build its own AI chip is hitting funding snags. The first phase with chip designer Broadcom costs around 18 billion dollars, according to The Information. Broadcom won't finance production unless Microsoft commits to buying about 40 percent of the chips, essentially using Microsoft's creditworthiness as a safety net. Microsoft hasn't agreed yet.

OpenAI manager Sachin Katti called the Microsoft dependency "financially unattractive" and a long-term drag in an internal message. The company is pushing ahead for the strategic upside, though Katti noted this arrangement would only apply to the first chip.

The full project, codenamed "Nexus," targets 10 gigawatts of data center capacity and could cost up to 180 billion dollars in chip production alone. The first chip, "Jalapeno," is designed to run OpenAI's models more efficiently than Nvidia's hardware but isn't expected until 2027.

It's the second time OpenAI's status as a private company has complicated a major deal. SoftBank reportedly had to slash a planned loan—originally backed by OpenAI shares—from 10 billion to 6 billion dollars because lenders couldn't reliably value a private company like OpenAI.

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