Broadcom(US:AVGO) Di Yi Cai Jing·2025-10-13 14:52Core Insights - OpenAI has formed partnerships with multiple companies to secure its AI computing power, including a recent collaboration with Broadcom to develop a 10-gigawatt custom AI accelerator [1][2] - The total computing power from OpenAI's collaborations with Broadcom, AMD, and NVIDIA amounts to 26 gigawatts [1] - OpenAI's CEO emphasized the strategic importance of massive investments in infrastructure to achieve the company's mission of building powerful AI systems [3] Group 1: Partnerships and Collaborations - OpenAI and Broadcom will work together to create a custom AI accelerator, with deployment expected to start in the second half of 2026 and complete by the end of 2029 [1][2] - Earlier this month, OpenAI partnered with AMD to deploy 6 gigawatts of AMD GPUs, and in September, it collaborated with NVIDIA for at least 10 gigawatts of AI data center support [1] - Broadcom's CEO hinted at a significant new customer order exceeding $10 billion for AI chips, which was speculated to be OpenAI [2] Group 2: Technological Developments - The collaboration with Broadcom will integrate custom accelerators with Ethernet solutions, enhancing the next-generation AI infrastructure's cost and performance [2] - OpenAI's strategy includes developing its own AI chips in collaboration with Broadcom, diversifying its computing power sources beyond just NVIDIA and AMD [3] - OpenAI is also working with storage chip manufacturers like Samsung and SK Hynix to ensure the supply of high-bandwidth memory (HBM) for its infrastructure [4] Group 3: Financial Implications - The agreement with AMD includes warrants for up to 160 million shares at a price of $0.01 each, while NVIDIA plans to invest up to $100 billion in OpenAI [4] - OpenAI's partnerships are expected to significantly improve Broadcom's AI revenue in the fiscal year 2026 [2]