Broadcom(US:AVGO) Zheng Quan Shi Bao Wang·2025-10-20 01:20Core Viewpoint - OpenAI and Broadcom have announced a strategic partnership to develop and deploy custom AI chips and computing systems with a total power consumption of 10GW over the next four years, addressing the growing demand for large-scale computing [1] Group 1: AI Chip Development - OpenAI aims to advance its first self-developed AI chip to meet increasing large-scale computing needs [1] - The collaboration is expected to encourage other internet giants to follow suit in investing in computing power [1] Group 2: National Initiatives - On October 14, the Ministry of Industry and Information Technology launched a special initiative for "millisecond computing" focusing on the development of computing networks [1] - The initiative aims to create a high-speed, high-capacity, low-latency metropolitan network, providing millisecond-level computing resource access across various applications [1] Group 3: Market Outlook - CITIC Construction Investment Securities believes that the demand for computing power driven by AI remains strong and the industry outlook is positive [1] - Despite potential short-term market fluctuations and adjustments, the long-term perspective remains optimistic, recommending a focus on leading companies in the sector [1]