Broadcom(US:AVGO) Xin Lang Cai Jing·2025-10-14 02:04Core Viewpoint - The CEO of Broadcom, Hock Tan, predicts that artificial intelligence (AI) could significantly increase its share of global GDP, potentially rising from 30% to 40%, which translates to an additional $10 trillion annually [1][2]. Group 1: AI's Impact on GDP - Currently, global GDP is approximately $110 trillion, with 30% derived from knowledge and technology-intensive industries [1]. - The anticipated growth in AI's contribution to GDP suggests a substantial economic impact, benefiting emerging tech sectors and related industries [1]. Group 2: Broadcom's Position and Partnerships - Broadcom has been a major beneficiary of the AI boom, with its stock rising 53.76% year-to-date [1]. - The company announced an official partnership with OpenAI to develop custom AI chips and network systems, with deployment expected to start in the second half of 2026 and complete by the end of 2029 [1][2]. - Broadcom is collaborating closely with approximately seven companies, four of which are defined as "real customers" that will place large-scale production orders [2].