broadcom

OpenAI Forecast $100+ Billion in Revenue by 2027

by

OpenAI has committed to spending $1.15 trillion (updated to $1.4 trillion) on hardware & cloud infrastructure between 2025 & 2035. OpenAI announced they would hit $100B in 2027 which is earlier than expected. OpenAI expects to have a $20 billion per year revenue run rate at the end of this year (2025). If OpenAI hits …

Read more

Broadcom and OpenAI Have a 10 Gigawatt Deal for Custom AI Chips and Networking

by

Broadcom and OpenAI announced a multi-year strategic collaboration to co-develop and deploy 10 gigawatts (GW) of custom AI accelerators and integrated networking systems. This is OpenAI’s start at designing its own AI processors. This builds on the Nvidia and AMD GPU supply deals. Broadcom’s stock is up about 10% (adding ~$150 billion to market cap) …

Read more