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TechCrunch· 2025-10-14 15:33
OpenAI will purchase 10 gigawatts worth of AI accelerator hardware from semiconductor Broadcom. https://t.co/azl3m7HJpe ...
OpenAI and Broadcom partner on AI hardware
TechCrunch· 2025-10-14 15:27
In Brief OpenAI has landed a new hardware partner. The AI research lab announced Monday it formed a partnership with semiconductor company Broadcom for 10 gigawatts worth of custom AI accelerator hardware. These AI accelerator racks will be deployed to OpenAI data centers and partner data centers starting in 2026 and running through 2029. “By designing its own chips and systems, OpenAI can embed what it’s learned from developing frontier models and products directly into the hardware, unlocking new levels ...
Broadcom: OpenAI Deal Is A True Game Changer (Upgrade) (NASDAQ:AVGO)
Seeking Alpha· 2025-10-14 15:08
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Broadcom: OpenAI Deal Is A True Game Changer (Upgrade)
Seeking Alpha· 2025-10-14 15:08
Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with strong growth potential and significant recovery possibilities [3] Investment Strategy - The strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while focusing on undervalued ones with recovery potential [2] - The investment outlook is typically set for 18 to 24 months, allowing time for the investment thesis to materialize [3] - The group aims to attract investors interested in growth stocks with solid fundamentals and attractive valuations [3]
Broadcom Stock Retreats After Soaring on OpenAI Deal—Monitor These Key Price Levels
Yahoo Finance· 2025-10-14 15:04
Source: TradingView.com Key Takeaways Broadcom shares lost ground in early trading Tuesday, giving back a portion of the big gains posted yesterday following news that the chip giant had forged a deal with ChatGPT maker OpenAI. Buying in the stock accelerated yesterday on the highest trading volume in over a month, a move that coincided with the relative strength index reclaiming the 50 threshold to signal a return of bullish price momentum. Investors should watch key overhead areas on Broadcom's cha ...
OpenAI reportedly partners with Arm in Broadcom-led AI chip effort (OPENAI:Private)
Seeking Alpha· 2025-10-14 15:02
OpenAI (OPENAI) is reportedly working with Softbank’s (OTCPK:SFTBY) (OTCPK:SFTBF) subsidiary Arm (NASDAQ:ARM) to develop a central processing unit chip, as part of its larger deal with Broadcom (NASDAQ:AVGO). The British chip designer’s shares were extending their gains on Tuesday morning, climbing ...
博通公司 - AVGO 宣布与 OpenAI 建立合作伙伴关系
2025-10-14 14:44
October 14, 2025 03:55 AM GMT Broadcom Inc. | North America AVGO Announces OpenAI Partnership | What's Changed | | | | --- | --- | --- | | Broadcom Inc. (AVGO.O) | From | To | | Price Target | $382.00 | $409.00 | AVGO announced a large partnership with OpenAI, clearly distinct from the new customer announced on the earnings call. As with NVDA and AMD, we are taking the scale with a grain of salt, but are raising #s. Key Takeaways What happened: Today AVGO and OpenAI announced a multi-year partnership to co- ...
博通公司- 与 OpenAI 的合作强化了博通在定制芯片方面的技术优势
2025-10-14 14:44
Partnership with OpenAI reinforces Broadcom's technology advantage in custom silicon AVGO 12m Price Target: $380.00 Price: $356.70 Upside: 6.5% What happened? On October 13th, Broadcom and OpenAI announced a strategic partnership (here) to deploy 10GW of custom-designed AI accelerators and networking products. The partnership includes co-development of systems that include accelerators and Ethernet solutions from Broadcom for scale-up and scale-out networks. The deployments are targeted to start in 2H26, an ...
纳斯达克综合指数跌1.91%
Xin Lang Cai Jing· 2025-10-14 14:18
纳斯达克综合指数跌1.91%,英伟达、博通股价跌幅均扩大至4%。 ...
Broadcom Joins The OpenAI Bubble Club (NASDAQ:AVGO)
Seeking Alpha· 2025-10-14 14:15
At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Broadcom Inc. (NASDAQ: AVGO ) saw its shares soar on the news that it would provide 10 GW worth of Artificial Intelligence chips for OpenAI ( OPENAI ), being one of aHe is a contributing author for the investing group Cash Flow Club ...