Broadcom(US:AVGO) Sou Hu Cai Jing·2025-10-14 05:09Core Insights - Broadcom's CEO Hock Tan announced a new AI chip production order exceeding $10 billion, speculated to be from OpenAI, but later clarified it is from another new client [1] - Following the announcement of a partnership with OpenAI, Broadcom's Semiconductor Solutions Group President Charlie Kawwas stated that the deal has not yet reached the purchase order stage, indicating the large order is from a different client [3] Summary by Sections - AI Chip Orders - A new client has placed a production order for AI chips valued over $10 billion, which is approximately 713.5 billion RMB [1] - Client Clarification - The speculation regarding OpenAI as the source of the order has been dismissed, with indications that the order comes from other potential clients such as Apple and xAI [3]