The AI industry is entering a new phase of consolidation and control. Two of the world’s most influential tech players, OpenAI and Salesforce, unveiled moves that reshape the infrastructure behind artificial intelligence.

1. OpenAI’s Breakaway: Custom Silicon with Broadcom

OpenAI has reportedly partnered with Broadcom to design its own AI accelerators, securing up to 10 gigawatts of custom chips in the coming years.

The initiative, covered by AP News and Reuters, reflects OpenAI’s growing ambition to reduce dependence on Nvidia’s GPUs and vertically integrate its compute layer.

“This is not about chips for sale — it’s about owning the full intelligence stack,” a source close to the deal told Reuters.

The chips will be optimized for ChatGPT, Sora, and future multimodal agents, focusing on efficiency and control at global scale. Broadcom’s stock rose nearly 9% following the announcement.

Read more:

OpenAI partners with Broadcom to design its own AI chips — AP News
OpenAI taps Broadcom for AI processor project — Reuters

2. Salesforce’s AI Expansion: Agentforce 360 + $15B Investment

In parallel, Salesforce launched Agentforce 360, a new AI platform embedding autonomous agents across its entire product ecosystem — from Slack to CRM Cloud.

The company also announced a $15 billion investment in San Francisco over five years to fuel AI research, cloud infrastructure, and workforce training.

CEO Marc Benioff described it as “a full transformation of the enterprise stack toward native AI workflows.”

Read more:

Salesforce launches Agentforce 360 — Reuters
Salesforce to invest $15 billion in San Francisco — Reuters

3. What It Signals

Both moves underline the same shift: AI is moving from a model race to an infrastructure war.

• OpenAI is building inward, controlling its compute.

• Salesforce is expanding outward, integrating AI directly into workflows.

• Each is betting that the future of software belongs to those who own the full stack — from chips to human-facing applications.
  
  

Prompt tip of the day

Use this compact prompt to generate a tight “what it means” analysis for any AI infrastructure or platform announcement — perfect for your daily newsletter blurb or social post:

Prompt:

“Summarize the business impact of [COMPANY]’s announcement that [BRIEF_ANNOUNCEMENT]. Produce three concise implications for (1) competitors, (2) enterprise customers, and (3) regulation/policy. Keep each implication to one short sentence and add one recommended action for startups in this space.”

Example fill:

[COMPANY]=OpenAI, [BRIEF_ANNOUNCEMENT]=partnering with Broadcom to design custom AI chips.