Broadcom(US:AVGO) Sou Hu Cai Jing·2025-10-14 02:50Group 1 - Broadcom's CEO Hock Tan discussed a new chip collaboration with OpenAI, highlighting OpenAI as a leader in foundational model development with a valuation of approximately $500 billion [2][3] - The partnership aims to develop and deploy 10 gigawatts of custom AI chips and computing systems over the next four years to meet OpenAI's computational needs, with deployment expected to start in the second half of next year [2] - The new agreement is valued at several billion dollars, although specific financial terms have not been disclosed [3] Group 2 - Broadcom has a history of maintaining confidentiality regarding its client list but has previously revealed collaborations with three major cloud service providers for new AI chip development [3] - Broadcom's management announced a $10 billion chip order from an unnamed fourth client, which analysts speculate could be OpenAI [3] - The company is closely working with about seven enterprises, with four defined as "true customers" that have placed large-scale production orders [3]