OpenAI's $500 Billion Chip Bet: Is Broadcom The Next AI Winner?

Piero Cingari

October 13, 2025

Benzinga

OpenAI expands its semiconductor strategy with a $500B custom chip deal with Broadcom, aiming to reduce reliance on Nvidia.

Date	Firm	Action	To
Mar 2022	Truist Securities	Maintains	Buy
Mar 2022	JP Morgan	Maintains	Overweight
Mar 2022	Morgan Stanley	Maintains	Overweight

November 14, 2025

Benzinga

November 14, 2025

Benzinga

November 14, 2025

Benzinga

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