Broadcom

The part targets inference, not training, so Nvidia keeps the training moat while OpenAI chases the recurring per-token cost. The pitch leans on one phrase: development "accelerated by OpenAI's models".

On Hacker News a chip engineer called the nine-month timeline impossible and guessed it is a relabeled Broadcom design with little real OpenAI contribution.

Tesco is moving 40,000 server workloads off VMware while suing Broadcom in the UK High Court for over £100M, alleging Broadcom's licensing overhaul destroyed perpetual licenses it had already paid for.

The catch surfaced fast in the thread: the unnamed replacement is incompatible with Tesco's Veeam and Zerto backup tools, and offers 'reduced functionality'. As one engineer read it: VMware is still basically the only thing that works out of the box.