OpenAI再出手!博通大涨超10%,双方达成AI芯片合作

Core Insights - OpenAI and Broadcom have signed a multi-year partnership to develop custom AI accelerators, ensuring a robust supply of computing power for OpenAI [1] - The collaboration involves the development of a 10-gigawatt custom AI accelerator, with OpenAI designing the accelerator and system, while Broadcom will handle development and deployment [1] - Broadcom is set to begin deploying the AI accelerators and network system racks in the second half of 2026, with completion expected by the end of 2029 [1] - Following the announcement, Broadcom's stock surged over 10% during trading [1]