Core Insights - OpenAI has signed a multi-year collaboration agreement with Broadcom to develop custom chips and network equipment, marking a significant step in expanding its computing infrastructure [1][5] - The partnership aims to add approximately 10 gigawatts of AI data center computing capacity, with deployment of related server racks expected to begin in the second half of 2026 [5] - Broadcom's stock price surged following the announcement, reflecting positive market sentiment towards the collaboration [1] Group 1 - OpenAI will be responsible for hardware architecture design and will collaborate with Broadcom on development [5] - The hardware deployment is projected to be completed by the end of 2029 [5] - OpenAI has been actively signing significant deals this year to alleviate computing power constraints, including a recent agreement with AMD for 6 gigawatts of processors [5] Group 2 - OpenAI's CEO, Sam Altman, indicated that the company is restructuring its technology stack from the transistor level to the user interaction level, aiming for efficiency improvements [6] - Broadcom's CEO, Hock Tan, emphasized the importance of owning chip production to control the company's destiny [6] - OpenAI is diversifying its hardware strategy by designing some of its own devices while leveraging Broadcom's networking technology [7]

【导读】 OpenAI与博通达成数十亿美元芯片开发协议 中国基金报记者 泰勒 大家好，关注一则AI的利好消息！OpenAI，又出手了。与博通签署"10吉瓦"芯片与网络设备协议。 一起看看发生了什么事情。 10月13日晚间，OpenAI与博通公司签署了一项多年期合作协议，将在定制芯片与网络设备方面展开协作，这标志着这家人工智能初创公司在 扩充计算基础设施方面迈出新一步。受消息提振，博通股价大涨。 | $354.23 +29.59 +9.12% | | --- | OpenAI表示，通过对处理器进行定制化，可把其在模型与服务开发中的经验"直接写进硬件，从而释放新的能力与智能水平"。按照双方规 划，硬件部署预计在2029年底前完成。 对从iPhone零部件到光网络设备均有布局的博通而言，此举将公司更深地推向迅速扩张的AI市场。周一达成的协议也印证了博通首席执行官陈 福阳（Hock Tan）上月在财报电话会上所作的暗示。 为缓解算力约束、扩大供给，今年OpenAI已签下多笔重磅交易。AI芯片龙头英伟达上月表示，将最多向OpenAI投资1000亿美元以支持新基 建，目标至少新增10吉瓦产能。就在上周，OpenAI 还宣 ...