（原标题：市值飙涨1500亿美元！博通(AVGO.US)被拉入OpenAI"算力生态圈"，股价暴力拉升10%） 智通财经APP获悉，博通(AVGO.US)成为最新一家与OpenAI 达成巨额数据中心合作协议的芯片制造 商，这一合作引发了博通股价上涨，使该公司市值增加了超过 1500 亿美元。在周一宣布的协议中， OpenAI 向博通订购了定制芯片和网络组件，以助力其人工智能服务的运行。OpenAI 已经与数据中心和 芯片供应商达成了价值远超 1 万亿美元的交易，而据知情人士透露，该公司还计划再向博通投入数十亿 美元用于购买芯片。 该协议是在 OpenAI 与英伟达(NVDA.US)以及AMD(AMD.US)达成合作之后签订的。其目的是增加10 GW的 AI 数据中心容量——这一容量相当于纽约市的峰值能源需求。 与博通达成的这项协议的关键在于，它将使 OpenAI 能够根据具体需求定制芯片。该初创公司表示，通 过将开发人工智能模型所积累的经验应用到硬件技术中，将能够实现"新的性能水平和智能水平"的提 升。 根据协议，OpenAI将主导芯片设计工作，博通则负责从2026年下半年起开发并部署这些定制芯片，新 的定制 ...

Group 1 - Broadcom reported a strong Q2 performance with revenue of $15 billion, a 20% year-over-year increase, exceeding analyst expectations of $14.96 billion [1] - Adjusted net income for Q2 was $7.79 billion, a 44% increase year-over-year, with adjusted earnings per share at $1.58, surpassing the average analyst estimate of $1.56 [1] - The semiconductor solutions business for data centers and networking saw revenue growth of 17% to $8.41 billion, also above analyst expectations [1] Group 2 - For Q3, Broadcom expects revenue of $15.8 billion, a 21% year-over-year increase, which is above the average analyst estimate of $15.72 billion but lower than some optimistic forecasts by $1 billion [2] - The company anticipates AI-related revenue to rise to $5.1 billion in Q3, exceeding the average analyst estimate of $4.79 billion, but falling short of some analysts' expectations of $5.29 billion [2] - Despite the strong Q2 results, the subdued Q3 guidance has led to a decline in Broadcom's stock price by over 4% in after-hours trading [3]