OpenAI's new strategy is to "blossom everywhere"! It is rumored to be planning to collaborate with Broadcom (AVGO.US) to develop AI inference chips.
According to two sources, OpenAI is collaborating with broadcom (AVGO.US) to develop a new artificial intelligence chip for AI model inference processes.
Xiao K Morning News | OpenAI collaborates with broadcom and taiwan semiconductor to build its own chips. Musk's xAI seeks $40 billion valuation financing.
Today's star morning news highlights include: ① The USA issued regulations restricting high-tech investments in China, and China responded; ② The successful launch of the Shenzhou 19 manned spacecraft; ③ The global release of the first international standard for stem cell data management; ④ The EU decided to impose a final anti-subsidy tax on Chinese electric vehicles for a period of five years; ⑤ Advanced Micro-Fabrication Equipment Inc. China's net income increased by 152.63% year-on-year in the third quarter.
Tradepulse Power Inflow Alert: Broadcom Inc. Moves Up Over 3.5% In The Session After Alert
US stocks closed: Nasdaq rose for the fourth consecutive time to a new high. The seven giants and chip stocks strengthened overall.
①Nasdaq China Golden Dragon Index fell by 1.44%; ②Google's quarterly revenue and EPS both exceeded expectations; ③Musk: It is expected that the number of robots will exceed humans by 2040; ④OpenAI reportedly plans to collaborate with Broadcom and Taiwan Semiconductor to jointly develop self-designed chips.
Abandon the dream of a 7 trillion chip empire? OpenAI is reportedly planning to "downsize" and collaborate with Broadcom to develop the first ai chip.
Media reports that OpenAI has been collaborating with broadcom for several months to develop AI inference chips, has reserved capacity at taiwan semiconductor, and plans to have taiwan semiconductor manufacture custom chips for OpenAI as its first model in 2026; in addition to nvidia chips, OpenAI will also use AMD chips to meet demand. broadcom's stock price saw rapid expansion during trading hours, rising nearly 5% at one point.
Nasdaq Hits Record High While Wed Earnings Are Mixed | Wall Street Today
Top 20 in U.S. stocks turnover on October 29th: Boeing will issue additional stocks for financing 21 billion U.S. dollars.
On Tuesday, Nvidia, the top spot in the US stock market turnover, rose by 0.52% to $21.385 billion. SoftBank's Masayoshi Son recently stated that when it comes to artificial intelligence and companies like Nvidia, although some may claim that Nvidia is facing difficulties, he believes that the market has simply overestimated its value too early; in fact, he thinks Nvidia is currently undervalued. There is a significant gap between the perceived value and long-term potential of generative artificial intelligence, indicating that the current perception may reflect a bubble. In second place, Tesla fell by 1.14% to $20.724 billion in turnover. Tesla recently announced its market plans in China.
Broadcom Options Spot-On: On October 29th, 197.99K Contracts Were Traded, With 2.07 Million Open Interest
Broadcom Working With OpenAI on a New Chip: Reuters
Broadcom, Cadence Design Lead Tuesday's Afternoon Market Cap Stock Movers
OpenAI's self-developed chip ambitions are exposed! It is reported that they have planned to collaborate with broadcom and taiwan semiconductor.
①Insiders revealed that OpenAI is collaborating with broadcom and taiwan semiconductor to develop its first "in-house" chip; ②Insiders stated that the company also plans to use nvidia chips while implementing AMD chips to meet its rapidly increasing computational power needs.
Express News | Broadcom Shares up 3.6% on Report Co Working With OpenAI, TSMC to Build Chip
Express News | Intel Said It “Expects to Return to Process Leadership in 2025 With the Launch of 18a”
Express News | Intel Says Gelsinger Leading ‘Largest, Boldest’ Turnaround in U.S. Business History and ‘We’re Going to Finish the Job’
Express News | Gelsinger Discussed a Custom Waymo Chip With Alphabet CEO, Intel Later Canceled Deal, Sources Say
Express News | Customers Have Little Hope of Using Intel’s 18a High-Volume Manufacturing Until 2026, Sources Say
Express News | Intel's CEO Touted $1 Billion AI Chip Pipeline When Internal Revenue Projection Was $500 Mln, Sources Say
Express News | Special Report-Hired to Revive Struggling Intel in 2021, CEO Gelsinger Made Key Errors
Street Color: OpenAI Works With Broadcom, TSMC to Produce Chip to Support AI Systems, Reuters Reports
Market Chatter: Microsoft-backed OpenAI Drops Foundry Plans; Partners With Broadcom, TSMC to Build AI Chips