Broadcom's deal with OpenAI highlights its strong position to capitalize on the growth of AI infrastructure. CFRA Research analyst Angelo Zino states that OpenAI is aiming for over 30 gigawatts of new capacity, with the Broadcom agreement contributing 10 gigawatts.
Zino also notes that Broadcom is securing business from other clients. He clarifies that a previously mentioned new customer generating $10 billion in revenue, as disclosed in Broadcom's last earnings, is not OpenAI, but the curren... download the app to read more
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