OpenAI Inks Deal With Broadcom to Design Its Own Chips for A.I.
1. OpenAI to deploy its own chip designs in 2024, after huge deals with Nvidia and AMD. 2. This shift could impact the demand for AVGO's semiconductor products indirectly.
FAQ
Why Neutral?
While OpenAI's shift may influence semiconductor demand, AVGO is not directly mentioned. Historically, shifts by major players can create ripple effects; however, AVGO's strong market position mitigates immediate concerns.
How important is it?
The article highlights significant industry shifts, but AVGO's direct involvement is minimal. However, its implications for future design trends could affect AVGO's competitive landscape.
Why Long Term?
OpenAI's move could influence future chip design and demand over the long term. Historical parallels include shifts in tech giants affecting the whole semiconductor ecosystem gradually rather than instantly.