突发大利好，AI巨头暴涨

Core Insights - OpenAI has signed a multi-year collaboration agreement with Broadcom to develop custom chips and network equipment, marking a significant step in expanding its computing infrastructure [1][5] - The partnership aims to add approximately 10 gigawatts of AI data center computing capacity, with deployment of related server racks expected to begin in the second half of 2026 [5] - Broadcom's stock price surged following the announcement, reflecting positive market sentiment towards the collaboration [1] Group 1 - OpenAI will be responsible for hardware architecture design and will collaborate with Broadcom on development [5] - The hardware deployment is projected to be completed by the end of 2029 [5] - OpenAI has been actively signing significant deals this year to alleviate computing power constraints, including a recent agreement with AMD for 6 gigawatts of processors [5] Group 2 - OpenAI's CEO, Sam Altman, indicated that the company is restructuring its technology stack from the transistor level to the user interaction level, aiming for efficiency improvements [6] - Broadcom's CEO, Hock Tan, emphasized the importance of owning chip production to control the company's destiny [6] - OpenAI is diversifying its hardware strategy by designing some of its own devices while leveraging Broadcom's networking technology [7]