US EditionBroadcom Just Scored a Major OpenAI Win. Should You Buy AVGO Stock Here?
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4 Articles
Broadcom Just Dropped $10B and Changed Everything (Sorry, Nvidia)
Remember when Nvidia was the only game in town for AI chips? Yeah, well, Broadcom just crashed that party with a $10 billion mic drop that has Wall Street doing double-takes. Here’s what happened: Some mystery hyperscale customer (we’re looking at you, Apple) just told Nvidia “thanks, but no thanks” and ordered $10 billion worth of custom AI chips from Broadcom instead. That’s not pocket change – that’s “let’s completely reshape the AI chip land…
The agreement boosts OpenAI's technological independence from the dominance of Nvidia and AMD The US firm Broadcom would have concluded an agreement with OpenAI for the joint development of a custom artificial intelligence chip, with an estimated investment of 10 billion dollars, according to Financial Times and Reuters. Although there has been no official confirmation by the companies involved, multiple signals in the market point to the existe…
According to the Financial Times, OpenAI is finalizing the development of a home chip dedicated to artificial intelligence, in collaboration with Broadcom. This processor, scheduled for 2026, would mark a strategic break in a context where Nvidia's dominance over computing infrastructures is generating increasing tensions. The announcement illuminates the competitive dynamics at work on the market [...] The post OpenAI is preparing its own AI ch…
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