Charlie Kawwas, president of the semiconductor solutions group at Broadcom, indicated on Monday that OpenAI is not the mysterious $10 billion customer the company referenced during its September earnings call. The statement comes as new details emerge about the identity of the undisclosed client, which had sparked widespread speculation in the tech and investor communities. During the earnings call, Broadcom highlighted a single customer that contributed $10 billion in revenue, marking a significant milestone for the company. However, Kawwas clarified in a subsequent interview that while the customer is a major AI-focused enterprise, it is not OpenAI. He did not name the company, but emphasized that the customer is a large-scale AI infrastructure provider with a global footprint. The comment adds fuel to ongoing speculation about which tech or cloud company might be behind the massive order. Analysts had previously speculated that OpenAI, with its growing reliance on advanced chips for training and deploying models like GPT-4, could be the source. However, Kawwas’ remarks suggest the customer is likely a different entity—possibly a cloud provider or a hyperscaler with massive AI data center needs. Broadcom’s semiconductor solutions group has seen surging demand for AI chips, particularly its custom-designed processors used in data centers. The company has been a key supplier to major cloud and AI firms, including Microsoft, Amazon, and Google, and has benefited from the rapid expansion of AI infrastructure. Despite the clarification, the identity of the $10 billion customer remains unknown. Analysts are now shifting focus to other potential candidates, including large cloud providers or AI-focused startups with significant capital backing. Broadcom reiterated that the customer is not a competitor and that the relationship is strategic and long-term. The company also confirmed that demand for AI-optimized chips remains robust, with no signs of slowing. Broadcom continues to ramp up production and invest in next-generation chip designs to meet growing global demand.