Broadcom’s stock is soaring on a new OpenAI deal. Why Wall Street is so upbeat.

An analyst sees ‘big upside’ ahead for Broadcom’s financials as the company’s arrangement with OpenAI could only be the ...

When will the AI bubble burst? As OpenAI signs yet another megabucks deal with Broadcom, can anyone make sense of the trillions of dollars involved?

So, OpenAI has signed yet another megabucks deal, this time with Broadcom and involving 10 gigawatts of what's described as ...

Big bank earnings, Broadcom's OpenAI chip deal, record-high car prices and more in Morning Squawk

BlackRock and Wells Fargo also surpassed analyst expectations, while Citi posted stronger revenue than Wall Street projected.
CRN

Broadcom Vs. Nvidia, AMD: 5 OpenAI Chips, Thor Ultra And AI Costs To Know

Broadcom AI innovation with OpenAI partnership and new networking chip Thor Ultra competes against Nvidia chips and AMD ...
Network World

OpenAI–Broadcom alliance signals a shift to open infrastructure for AI

The collaboration combines custom silicon and open networking, potentially reducing reliance on Nvidia and reshaping ...

Greg Brockman says OpenAI's tech found chip optimizations that would've taken humans weeks

Greg Brockman says OpenAI used its own AI to design chips with Broadcom, finding optimizations that human designers would've ...