Broadcom(US:AVGO) Huan Qiu Shi Bao·2025-09-07 22:44Group 1 - OpenAI plans to collaborate with Broadcom to initiate the mass production of self-developed AI chips, with delivery expected next year, marking a shift towards customized alternatives to Nvidia chips [1] - Broadcom's CEO revealed that a new client, confirmed to be OpenAI, has placed an order worth up to $10 billion, leading to a nearly 11% surge in Broadcom's stock price [3] - OpenAI aims to meet its substantial computing power demands and reduce reliance on Nvidia, as the shortage of GPUs has delayed the release of new versions of its flagship chatbot, ChatGPT [3] Group 2 - The collaboration with Broadcom follows a trend among tech giants like Google, Amazon, and Meta, which have designed proprietary chips for AI operations, as the demand for computing power continues to rise [4] - OpenAI has significantly increased its projected cash flow consumption, estimating a total of $115 billion by 2029, which is $80 billion higher than previous forecasts, with an expected cash flow consumption of over $8 billion this year [4] - To manage rising costs, OpenAI plans to develop and deploy its own data center server chips [4]