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Broadcom-OpenAI deal expected to be cheaper than current GPU options
博通博通(US:AVGO) Youtube·2025-10-14 02:19

Welcome back. Chip stocks rebounding on OpenAI's mega deal with Broadcom. It could also provide some insight into how OpenAI plans to cement its AI lead.Mackenzie Sagallows digs into that for today's tech. Hi Mac. Hey Morgan.So this is OpenAI staking its claim as a hyperscaler going head-to-head with Google, its most formidable AI rival. Alphabet locked in a competitive cost advantage years ago by vertically integrating, building its own TPU chips with Broadcom. Now, OpenAI is trying to do the same thing.Af ...