OpenAI在其官网宣布，该公司将负责AI加速器与系统架构设计，并与博通合作开发与部署。项目计划 于2026年下半年启动，预计2029年底完成。双方已就AI加速器的联合开发和供应达成长期协议。 据介绍，该系统架构将采用博通的以太网等高性能连接方案，实现AI数据中心的纵向与横向扩展，将 部署于OpenAI的自有设施及合作伙伴的数据中心，以满足全球人工智能算力快速增长的需求。 OpenAI认为，此次合作凸显了定制加速器与以太网在构建AI数据中心可扩展网络架构中的重要性。通 过自研芯片，OpenAI可将其AI模型和产品开发经验直接融入硬件设计，从而提升整体性能与智能水 平。 新华社旧金山10月13日电（记者吴晓凌）美国开放人工智能研究中心（OpenAI）和美国半导体企业博 通公司13日宣布达成战略合作，联合开发10吉瓦算力的定制AI加速器。 OpenAI首席执行官萨姆·奥尔特曼说，这一合作是构建必要基础设施的关键一步，以释放AI潜力，为个 人与企业带来切实利益。开发自有加速器将进一步完善合作伙伴生态体系，共同建设推动AI前沿发展 所需的能力。 博通半导体解决方案集团总裁查理·卡瓦斯表示，定制AI加速器与以太网方案结 ...

Group 1: Market Performance - The S&P 500 and NASDAQ experienced their best session since May, despite ongoing trade tensions with China [2] - US markets rebounded, recovering more than half of the losses from a previous sell-off, with the NASDAQ gaining 2.2% [8] - Broadcom's stock surged nearly 10% after securing a deal with OpenAI to supply 10 gigawatts of computer chips, potentially costing up to $500 billion [9] Group 2: Trade Tensions - The US and China are escalating trade tensions, with both countries imposing additional port fees on each other's vessels [41] - China has begun collecting special charges on US-linked ships, while the US is set to roll out extra charges [42] - US Treasury Secretary Scott Bessant indicated that China's actions could negatively impact the global economy [42] Group 3: AI Industry Developments - OpenAI has signed significant deals with multiple semiconductor firms, including Broadcom, Nvidia, and Oracle, with total spending commitments exceeding $1 trillion [15] - OpenAI's estimated revenues for the year are projected to be between $15 billion and $20 billion, with expectations of a tenfold increase by 2029 [16] - Concerns are raised about the sustainability of OpenAI's profitability given the massive spending commitments compared to its revenue projections [17][18] Group 4: Geopolitical Developments - President Trump declared the end of the war in Gaza following a peace summit in Egypt, where Israeli hostages were released in exchange for Palestinian detainees [3][25] - The peace agreement aims to establish a framework for Gaza's reconstruction and governance, although significant questions remain about its implementation [30][33] - The international community, including the European Union, is expected to play a role in post-war Gaza, with discussions on funding and humanitarian access ongoing [37][38]

OpenAI正与博通公司（Broadcom）展开一项前所未有的深度合作——双方将在未来四年内共同开发并 部署总计10吉瓦算力的定制人工智能（AI）芯片及计算系统。这一合作不仅标志着OpenAI在自研芯片 领域迈出关键一步，也体现出其为满足庞大算力需求所作出的长期战略布局。 据悉，OpenAI计划设计并开发自己的图形处理器（GPU），希望将其在大模型研发中积累的经验直接 转化为硬件架构优势。根据双方于当地时间10月13日公布的协议，这些定制芯片将由OpenAI与博通联 合研发，并由博通自2026年下半年开始部署。两家公司并未公开具体财务条款，不过消息人士透露，这 项交易总额高达数十亿美元。 阿尔特曼称，OpenAI正在探索创新的融资工具以支撑这一宏伟计划，但具体方案尚未披露。 目前，OpenAI的估值已高达5000亿美元，成为全球最有价值的初创企业之一。其推出的ChatGPT和视频 生成软件Sora等产品，已在全球范围内引发广泛应用浪潮，当前每周活跃用户超过8亿。 与此同时，博通也在AI产业浪潮中持续受益。过去6个月，博通股价累计上涨逾80%，市值突破1.5万亿 美元。分析人士认为，博通凭借其在高端定制芯片和数 ...

半导体巨头博通正式加入OpenAI的"朋友圈"，但公司此前透露的神秘大客户另有其人。 当地时间10月13日，OpenAI与博通宣布，为满足OpenAI的算力需求，双方将共同开发和部署10GW （千兆瓦）的定制AI芯片及计算系统，由博通在明年下半年开始部署，预计将在2029年底完成。 虽然双方并未透露交易的具体金额，但有知情人士表示，OpenAI计划在博通的芯片上投入数百亿美 元。 与英伟达一样，博通也被投资者视为AI（人工智能）支出激增的主要受益者之一。得益于市场对博通 定制AI芯片（ASIC）的乐观态度，博通（Nasdaq：AVGO）股价在去年上涨了超过一倍。 消息传出后，一些分析师猜测，OpenAI正是博通在一个月前宣布的百亿美元芯片订单来源。不过，博 通半导体解决方案集团总裁查理·卡瓦斯（Charlie Kawwas）对此表示否认。 卡瓦斯在接受外媒采访时表示："如果我的好朋友格雷格（OpenAI总裁格雷格·布罗克曼）能够开出100 亿美元，我非常乐意接受，不过他还没给我这张订单。" 今年9月，在财报电话会上，博通CEO陈福阳（Hock Tan）表示，公司获得一笔来自未具名新客户的100 亿美元AI芯片 ...

Core Insights - Broadcom Inc. has launched the industry's first Wi-Fi 8 silicon solutions aimed at enhancing broadband wireless connectivity for various applications, including residential gateways and enterprise access points, to meet the demands of AI-era edge networks [1][2][4] Product Overview - The new Wi-Fi 8 solutions are designed to provide high-performance, low-latency, and reliable connectivity, essential for AI-driven applications and experiences [2][4] - Key products in the Wi-Fi 8 family include BCM6718 for residential applications, BCM43840 and BCM43820 for enterprise access, and BCM43109 for mobile devices [5][11] Technological Advancements - Wi-Fi 8 introduces features such as Ultra High Reliability (UHR), advanced scheduling technology, and a hardware-accelerated telemetry engine for real-time network optimization [6][7][10] - The solutions support enhanced inter-AP coordination, congestion avoidance, and seamless roaming to improve overall network performance [9][10] Market Strategy - Broadcom is adopting a two-pronged strategy by supplying Wi-Fi 8 chips to core markets while also licensing its IP to accelerate the deployment of AI-first wireless connectivity across various sectors, including IoT and automotive [2][11] - The company aims to create a vibrant ecosystem of AI-aware devices by allowing other industry players to license its Wi-Fi 8 technology [11][12] Industry Impact - The introduction of Wi-Fi 8 is expected to significantly enhance connectivity performance across consumer, enterprise, and industrial domains, enabling advanced applications and immersive experiences [2][3] - Industry leaders, including partners like Arcadyan and ASUS, have expressed commitment to leveraging Broadcom's Wi-Fi 8 technology to deliver high-reliability and low-latency connectivity solutions [13][17]

New license option to help scale vibrant edge of smartphones, PCs, automotives and IoT devices in support of AI-first access devicesPARIS, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced the industry’s first Wi-Fi 8 silicon solutions for the broadband wireless edge ecosystem including residential gateways, enterprise access points, and smart mobile clients. Broadcom’s Wi-Fi 8 solutions are purpose-built to address the stringent performance, reliability, intelligence, and effic ...

Market Overview - U.S. equities showed upward momentum in Q3, with the S&P 500 Index increasing by 8.1% and the Russell Midcap Growth Index rising by 2.8% [2] - Investor optimism was driven by favorable tariff outcomes, the passing of the One Big Beautiful Bill Act, anticipated interest rate cuts, and strong corporate earnings [2] Strategy Performance - The ClearBridge Growth Strategy outperformed its benchmark for the second consecutive quarter, supported by diversified growth contributors [3] - Key themes driving performance included artificial intelligence (AI) and cryptocurrency, with significant gains from holdings like Broadcom, AppLovin, Palantir, and Robinhood [3][4] Sector Contributions - Strong stock selection and strategic sector positioning were pivotal, with Broadcom's announcement of a new customer for its AI-focused XPU chips highlighting its market leadership [4] - L3Harris benefited from increased demand in defense spending, while TKO secured a lucrative deal with Paramount for UFC rights, showcasing the value of premium content [5] Portfolio Positioning - The strategy maintained a disciplined approach by trimming winners and reallocating capital into new opportunities, adding four new positions during the quarter [8] - Notable additions included On Holding, a premium footwear designer, and Roblox, a leading user-generated gaming platform, both expected to drive strong revenue growth [9][10] Individual Stock Performance - Leading contributors to performance included AppLovin, TE Connectivity, Broadcom, Robinhood, and L3Harris, while detractors were Vertex Pharmaceuticals, Chipotle, and HubSpot [20] - The strategy closed positions in Paylocity and Ultragenyx Pharmaceutical, reflecting a focus on evolving investment theses [20] Outlook - The strategy aims to maintain a balanced portfolio to capture upside in strong markets while providing downside protection during volatility [16] - The focus remains on monitoring stock-specific and sector allocations, reallocating capital to opportunities with attractive risk-reward profiles [17]

U.S. President Donald Trump gestures as he poses next to a sign before a family photo at a world leaders' summit on ending the Gaza war, amid a U.S.-brokered prisoner-hostage swap and ceasefire deal between Israel and Hamas, in Sharm el-Sheikh, Egypt, Oct. 13, 2025.This might not be Christmas, but the war in the Middle East is over — at least according to U.S. President Donald Trump.On Monday, Trump declared at the Knesset, Israel's parliament, that the "long and painful nightmare" was finally over for both ...

Market Overview - U.S. stocks maintained momentum in Q3, with S&P 500 and Nasdaq reaching new records due to improved confidence from tariffs, legislative actions, and a Federal Reserve rate cut [3] - Strong earnings from major companies in communication services, information technology, and consumer discretionary sectors contributed to the market rally [3] Sector Performance - Information Technology sector outperformed, particularly semiconductor companies like Broadcom, Intel, and Taiwan Semiconductor, driven by increased spending on artificial intelligence [4] - Health care stocks faced regulatory pressures, but companies like UnitedHealth and Thermo Fisher Scientific showed resilience, offsetting weaknesses in others like Novo Nordisk [5] - Utilities sector, led by Sempra, saw double-digit gains as it regained investor confidence and strengthened its financial position [6] - Communication services faced challenges, with Alphabet performing well but Comcast struggling with market share losses [7] - Financials experienced slight underperformance, with a shift from U.S. Bancorp to PNC due to better execution confidence [8] - Materials sector faced demand softness, particularly in China and Europe, impacting companies like Air Products and Deere [9] Portfolio Positioning - The strategy has been adjusted to address underperformance, focusing on high-quality companies and reducing exposure to high-volatility stocks [10][11] - A tighter risk framework has been implemented, monitoring key performance indicators to enhance decision-making [11] Outlook - The market outlook remains cautiously optimistic, emphasizing high-quality companies with durable business models amid rising inflation and interest rates [13] - The investment landscape is shifting, with opportunities in overlooked, high-quality businesses as capital flows away from high-growth stocks [13] Portfolio Highlights - The ClearBridge Large Cap Value Strategy outperformed its benchmark, with positive contributions from IT, health care, and utilities sectors [14] - Stock selection and sector allocation were key drivers of outperformance, particularly in IT and health care [15] - Top contributors included Sempra, Broadcom, and Taiwan Semiconductor, while detractors included Deere and Novo Nordisk [16]

据CNBC报道，美国芯片巨头博通公司（Broadcom）首席执行官陈福阳（Hock Tan）周一接受媒体采访时表示，随着 人工智能（AI）技术在全球各行业的加速渗透，知识技术密集型产业对全球经济的贡献率将显著提升。他预测，目前 占全球GDP约30%的该类产业份额，未来可能增长至40%，相当于每年为全球经济新增10万亿美元的价值。 他进一步解释，AI技术通过提升生产效率、优化资源配置、催生新商业模式，将推动知识技术密集型产业的边界扩 展。例如，AI驱动的药物研发可缩短新药上市周期，降低研发成本；智能制造中的AI质检系统能提高产品合格率，减 少浪费；而生成式AI在内容创作、客户服务等领域的应用，则直接创造了新的经济产出。 作为全球最大的半导体公司之一，博通近年来持续加码AI领域。2024年，公司以690亿美元收购云计算公司VMware， 旨在构建从芯片到数据中心软件的AI基础设施全链条。陈福阳透露，博通目前约40%的研发预算投向AI相关技术，包 括定制化AI加速器、高速网络芯片等。 "AI的需求是无止境的。"陈福阳表示，"无论是训练大模型所需的万亿参数计算，还是边缘设备上的实时推理，都需要 更强大的芯片和更高效的 ...