Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions
1. Broadcom partners with OpenAI for 10GW custom AI silicon deployment. 2. JP Morgan projects revenue of $250-$300 billion from the partnership. 3. Goldman Sachs raised Broadcom's price target to $380, citing strong demand. 4. Innovative technologies like 3D chip stacking enhance performance and revenue potential. 5. Broadcom remains a top pick in semiconductors due to its diversified model.