Nvidia's Empire Just Took A Hit - Broadcom's $10 Billion Deal Is The Plot Twist
1. OpenAI’s $10 billion deal with Broadcom signifies AI hardware independence. 2. Broadcom's stock surged 15% reflecting immediate demand for their custom chips. 3. HSBC predicts Broadcom's custom chip business to exceed Nvidia's growth by 2026. 4. The partnership could redefine the semiconductor industry hierarchy significantly. 5. OpenAI aims for hardware autonomy to scale compute capacity for GPT-5.