OpenAI与博通联手开发定制AI芯片，博通股价飙升近10%

Group 1 - OpenAI and Broadcom announced a strategic partnership to develop custom data center chips, aiming to deploy 10 gigawatts of AI accelerators by 2026, leading to a nearly 10% surge in Broadcom's stock price on the announcement day [1] - OpenAI will handle the design of the accelerators and system architecture, while Broadcom will participate in the joint development and deployment, with a long-term agreement in place for the AI accelerators [1] - Broadcom's market capitalization has exceeded $1 trillion, and the company has a diverse business portfolio including semiconductors, enterprise software, and security solutions [1] Group 2 - OpenAI has experienced rapid growth in the AI sector, with over 800 million active users weekly for its products like ChatGPT, leading to an explosive increase in demand for computing power [2] - OpenAI's CEO stated that the company's initial computing power of 2 megawatts has increased to 2 gigawatts this year, with a future target of reaching 30 gigawatts or more [4] - OpenAI has previously secured agreements with Nvidia and AMD for substantial computing power, including a partnership with Nvidia to build at least 10 gigawatts of AI data centers and a collaboration with AMD for 6 gigawatts of GPU power [4] Group 3 - The partnership with OpenAI provides Broadcom with significant orders and positions it as a competitor to Nvidia's InfiniBand network technology, with Broadcom's market capitalization reaching $1.68 trillion, making it the second-largest in the semiconductor industry [5]