What OpenAI makes for data centers
subsidiary · unit of Broadcom
Ownership: Oracle
Exposure
2 parts across 3 layers
No disclosed data-center revenue share on file.
Units and subsidiaries: MGX
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Hyperscaler custom ASICs | manufacturer | inferred | Alphabet (Google), Microsoft, Alchip, Amazon (AWS), Broadcom, Marvell | custom accelerator |
Layer 9 — Building shell, site & construction
Layer 11 — Software, tools & services touching the hardware (optional)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Capital & financing (via MGX) | service | inferred | Apollo, Ares, Bank of America, BlackRock, Blackstone, Blue Owl |
Latest feed
- First Benchmarks Revealed for Jalapeño, OpenAI’s Clean-Sheet General Purpose AI Accelerator ASIC — EE Times, 2026-08-27OpenAI unveiled Jalapeño, a custom, purpose-built ASIC designed from the ground up specifically for AI workloads.
- OpenAI Details Jalapeño Inference Chip Performance and Multigenerational Roadmap — HPCwire, 2026-08-27OpenAI announced the performance of its custom inference chip, Jalapeño, demonstrating improvements in both throughput and latency.
- Hot Chips 2026: OpenAI's Jalapeño AI ASIC unpacked — accelerator developed using AI achieves efficiency and throughput gains against power-hungry Blackwell — Tom's Hardware, 2026-08-27OpenAI unveiled its Jalapeño AI ASIC accelerator, noting it offers good performance per watt and low latency for inference tasks compared to Nvidia's Blackwell.
- OpenAI gets green light for 3.2GW power deal to supply planned data center in Effingham County, Georgia — Data Center Dynamics, 2026-08-27Utility Georgia Power will build the necessary power infrastructure for OpenAI’s planned 3.2GW data center in Effingham County, Georgia.
- OpenAI Jalapeno Custom AI ASIC at Hot Chips 2026 — ServeTheHome, 2026-08-26OpenAI presented its custom AI accelerator, Jalapeño, at Hot Chips 2026.
- OpenAI’s 700W Jalapeño ASIC outpaces 1,400W Nvidia flagship GPU — claims up to 1.9x throughput per kilowatt and 3.6x lower latency, co-developed with Broadcom — Tom's Hardware, 2026-08-25OpenAI debuted an in-house chip, claiming it offers superior performance and efficiency compared to Nvidia's high-end GPUs.