Breaking: Broadcom's mystery $10 billion customer isn't OpenAI

Core Insights - Broadcom Inc has announced a significant artificial intelligence infrastructure partnership with OpenAI, focusing on the co-development and deployment of 10 gigawatts of custom accelerators [1] Company Summary - The collaboration between Broadcom and OpenAI aims to enhance AI infrastructure capabilities through the development of specialized hardware [1] Industry Summary - This deal highlights the growing demand for AI infrastructure solutions, indicating a trend towards increased investment in custom hardware to support AI applications [1]