OpenAI Is Pushing the Market Toward Bubble Territory. What It Means for Stocks.
1. OpenAI's deal with Broadcom emphasizes a significant AI chip partnership. 2. OpenAI's estimated spending exceeds $1 trillion, raising investment concerns. 3. Broadcom and OpenAI plan 10 gigawatts of AI accelerators by 2029. 4. High stakes in AI may force rivals into costly competition. 5. Investor enthusiasm may have peaked amid potential AI bubble risks.