Broadcom & OpenAI: Reshaping the AI Chip Market | TSG Ep. 945

October 15, 2025

Mike Vizard, Mitch Ashley, Dan O’Brien, and Chris Blask explore how Broadcom’s partnership with OpenAI is transforming the AI chip market, driving innovation in custom silicon and improving inference performance.

The Techstrong Gang also discusses Microsoft’s integration of GitHub into Azure, emphasizing the growing need for cybersecurity-first development. The conversation highlights how embedding security in the coding process and continuously improving IT practices are critical for the next wave of AI-driven infrastructure.