Broadcom(US:AVGO) 智通财经网·2025-10-13 14:01Core Insights - OpenAI has announced a strategic partnership with Broadcom to develop custom AI processors to meet the increasing demand for computational power, with Broadcom's stock rising over 9% following the announcement [1] - The collaboration will lead to a custom chip cluster with a computing capacity of 10 GW, equivalent to the power consumption of 8 million American households or the full capacity of five Hoover Dams [1] - OpenAI's CEO emphasized that this partnership is a crucial step in building the infrastructure needed to unlock AI's potential [1] Company Developments - OpenAI will lead the chip design, while Broadcom will develop and deploy the chips starting in the second half of 2026, with full deployment expected by the end of 2029 [2] - This partnership builds on existing joint development and supply agreements between the two companies [2] - Broadcom has become a key beneficiary of the generative AI boom, with its stock price increasing nearly sixfold since the end of 2022 [1] Industry Context - The collaboration reflects the tech industry's ongoing investment in AI chips, driven by exponential growth in computational demand as companies compete to build AI systems that meet or exceed human intelligence [1] - OpenAI joins other cloud giants like Google and Amazon in designing its own chips to reduce reliance on Nvidia's high-cost, supply-constrained processors [2] - Despite these efforts, analysts believe that custom chips will struggle to challenge Nvidia's dominant position in the short term due to past delays and performance issues faced by companies like Microsoft and Meta [2]