September 8, 2025 · 24-Hour AI Briefing: OpenAI’s Custom Chips with Broadcom, Tesla Model Y L Orders Surge
In the past 24 hours, two major developments have grabbed attention in the AI and EV sectors: OpenAI teaming up with Broadcom on custom AI chips, and Tesla’s Shanghai Gigafactory reporting strong demand for its newly launched Model Y L.
OpenAI Partners with Broadcom for AI Chip Production
OpenAI is reportedly preparing to mass-produce custom AI chips in collaboration with U.S. semiconductor giant Broadcom. According to insiders, the jointly designed chip is expected to be delivered next year.
Analysis: NVIDIA currently holds around 80% of the AI chip market, with GPU prices soaring amid persistent supply shortages. OpenAI’s push into custom chips could help reduce costs, secure a stable compute supply, and lessen reliance on NVIDIA. The move signals that OpenAI is no longer satisfied with building only AI models and applications—it is also making strategic bets at the infrastructure level. For Broadcom, this highlights once again its critical role in AI ASIC (application-specific integrated circuit) design and manufacturing, reinforcing its reputation for top-tier technical expertise and reliability.
Tesla Shanghai Gigafactory Sees Strong Momentum
Tesla’s Shanghai Gigafactory delivered 83,000 vehicles in August 2025. Since the launch of the Model Y L on August 19, orders have surged. The Model Y L, a six-seat SUV priced from RMB 339,000, received about 35,000 orders on its first day, and by early September pre-orders exceeded 120,000. Meanwhile, the Model 3 Long Range now boasts a maximum driving range of 830 km. Both models feature Tesla’s latest hardware and software upgrades, enhancing user interaction and boosting efficiency across the battery, motor, and electronic control systems.
Analysis: Tesla continues to demonstrate world-class production efficiency and market agility. The six-seat Model Y L directly targets Chinese consumers’ demand for family-friendly vehicles with more space, and the rapid order growth proves Tesla’s sharp market instincts. The Model 3’s 830 km range gives it a strong edge in the mid-to-high-end EV segment, addressing a core user concern: long-distance driving capability. Upgraded smart cockpit features and improved powertrain efficiency further enhance Tesla’s appeal to tech-savvy Chinese buyers.
That said, with strong domestic rivals such as BYD, Xiaomi, NIO, Li Auto, and XPeng pushing aggressively on pricing and innovation, Tesla must continue optimizing costs, scaling capacity, and accelerating innovation to defend its market leadership.
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