OpenAI-Broadcom's AI Chip Deal & Salesforce’s Enterprise AI Agent & $15B Plan

As the artificial intelligence (AI) race heats up, industry leader OpenAI announced a multi-year strategic partnership with chipmaker Broadcom to deploy 10 gigawatts of customized AI chips and meet the surging global demand for AI and its over 800 million weekly active users.

According to the agreement, OpenAI will design the chips and systems, while Broadcom will step in and help with its development and deployment, which includes scaling racks entirely with Ethernet and other connectivity solutions.

The move of designing its own accelerators and systems allows OpenAI to embed what it’s learned from developing frontier models and products directly into the new hardware, bringing it “new levels of capability and intelligence.” It also builds on long-standing agreements the two have in place for the co-development and supply of the AI accelerators.

“Partnering with Broadcom is a critical step in building the infrastructure needed to unlock AI’s potential and deliver real benefits for people and businesses,” said Sam Altman, OpenAI’s Co-founder and CEO. “Developing our own accelerators adds to the broader ecosystem of partners all building the capacity required to push the frontier of AI to provide benefits to all humanity.”

“Broadcom’s collaboration with OpenAI signifies a pivotal moment in the pursuit of artificial general intelligence,” added Hock Tan, President and CEO of Broadcom.

Recently, OpenAI held its annual developer conference, OpenAI Dev Day, which came with a wide range of product and feature announcements, including Sora 2, the next iteration of its text-to-video generator.

At the same time, the company announced a partnership with AMD to deploy 6 gigawatts of AMD GPU computing power across its next-generation AI infrastructure, which followed a $100 billion investment from GPU leader NVIDIA, all while hitting a $500 billion valuation.

OpenAI also signed a letter of intent with Sur Energy to develop a 500-megawatt capacity data center project in Argentina with an investment scaling up to $25 billion, having added 5 new sites to push its Stargate initiative.


OpenAI isn’t the only company investing big in the AI sector.

Salesforce revealed plans to invest $15 billion in San Francisco over the next five years, which will help support a new AI Incubator Hub on its San Francisco campus, enhance workforce development and training, and grow the AI ecosystem, with the aim of reinforcing the city’s status as the world’s AI capital.

“San Francisco is a city of innovation, talent, and vision,” said Marc Benioff, Chair and CEO of Salesforce. “This $15 billion investment reflects our deep commitment to our hometown—advancing AI innovation, creating jobs, and helping companies and our communities thrive in this incredible new era.”

The announcement came shortly before Salesforce’s annual Dreamforce conference, which is scheduled to be held from October 14 to 16, and generate $130 million in local revenue while creating 35,000 local jobs.

On a separate note, Salesforce’s Marc and Lynne Benioff, along with the company, announced over $1 billion in investments in San Francisco’s healthcare and education sectors, which includes $100 million to expand world-class pediatric care and an additional $39 million in support to public schools, education nonprofits, and local children’s hospitals.

Salesforce also made major strides in the enterprise AI sector by announcing the general availability of Agentforce 360, which provides businesses with agents that "don’t just serve customers, but also empower employees, streamline operations, and collaborate with other agents.”

“Agentforce 360 connects humans, agents, and data on one trusted platform, helping every employee and every company achieve more than they ever thought possible,” said Marc Benioff.

It builds on previously launched versions spread across a year, starting with the launch of Agentforce in October 2024, Agentforce 2 (December 2024), Agentforce 2dx (March 2025), and Agentforce 3 (June 2025). 

The new iteration brings together “the four ingredients of an Agentic Enterprise,” which spans a new and improved Agentforce 360 Platform, which serves as the foundation for enterprise-grade AI agents; Data 360, a unified data layer providing agents with context; Customer 360 Apps, which leverages enterprise business logic and institutional memory; and Slack, which facilitates conversations between humans and agents.

Salesforce plans to transform Slack’s Slackbot into an AI assistant and is currently testing an update that could allow it to create custom workplace-specific plans, sift through messages, gather insights from Slack channels, and more.

“Slackbot today is fairly rudimentary,” said Rob Seaman, the Chief Product Officer of Slack at Salesforce. “But what we’ve done is we’ve actually rebuilt it from the ground up as a personalized AI companion.”


Prior to this announcement, Salesforce revealed a 360-degree partnership with Perficient, a global consultancy that focuses on AI-first solutions, to help businesses evolve into agentic enterprises to enhance employee performance, unify data, accelerate decision-making, and deliver more personalized customer experiences.

Post this, Perficient acquired Kelley Austin, LLC, an award-winning Salesforce consulting partner, to help it strengthen Salesforce AI, Agentforce, and its 360-degree partnership with Salesforce.

Meanwhile, Salesforce announced it signed a definitive agreement to acquire Apromore, a provider of process intelligence software that helps organizations discover, simulate, and optimize business processes, bringing its deep domain expertise directly into the Salesforce platform.

Salesforce also said it was investing $1 billion in Mexico to boost the country’s economic and social growth and transform businesses into agentic enterprises. It will help them operate a new cutting-edge office, support regional customers, and hire top talent.

Do you think these moves will help Salesforce challenge Anthropic, which commands top market share on a global scale in the enterprise AI sector?

Will OpenAI’s move to produce AI chips in-house with Broadcom swing the balance of enterprise AI adoption in its favor?

Let us know in the comments below!