---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/33814116.md"
description: "AI online, $Broadcom(AVGO.US) secured its fourth major client, OpenAI, locking in an incremental $10 billion for next year just a few days ago, and now the truly explosive news has arrived with the financial report!$Oracle(ORCL.US)'s remaining performance obligation value surged by $300 billion in a single quarter, which is both astonishing and somewhat unbelievable!Recall that on June 30, Oracle disclosed in a filing with the U.S. Securities and Exchange Commission (SEC) that it had signed a cloud services agreement expected to generate $30 billion in annual revenue. And the client for this contract is Oracle itself.Putting this information together, it suggests that Oracle's new major client is still OpenAI, and the contract is for 10 years.Now, the major American companies have truly become AI infrastructure giants.AI is set to continue its celebration.The question arises, will Oracle also need to develop ASIC chips in the future?$Coreweave(CRWV.US)$Nebius(NBIS.US)$Astera Labs(ALAB.US)"
datetime: "2025-09-10T00:49:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/33814116.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/33814116.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/33814116.md)
author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)"
---

# AI online, $Broadcom(AVGO.US) secured its fourth m…


### Related Stocks

- [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [ALAB.US](https://longbridge.com/en/quote/ALAB.US.md)

## Comments (12)

- **leo1999 · 2025-09-12T00:55:42.000Z · 👍 1**: AMD rose a whole day, AMD is too cheap.
- **oxyg3n · 2025-09-10T07:25:23.000Z**: Is this editor an intern? Why is Oracle developing ASIC? Oracle itself doesn't research large models... And the capitalization of English words is inconsistent. Where's the professionalism?
  - **Crypto Whale** (2025-09-10T08:12:18.000Z): Training generally uses GPU for general computing, while ASIC is specialized for service with higher cost-performance. Many companies are developing ASIC for practical applications and services, but t
  - **oxyg3n** (2025-09-10T12:26:16.000Z): Talked a lot of nonsense, what service is ASIC specialized for? ASIC is built on specific inference models to optimize GPUs. Otherwise, how would OpenAI and Google develop ASICs? They have their own m
- **长雪厚坡富翁⌓‿⌓ · 2025-09-10T05:30:41.000Z**: Is Oracle's client Oracle? What the hell is this?
- **龙场悟道忘忧草 · 2025-09-10T04:58:50.000Z**: Unbeatable, starting with $300 billion USD.
- **百倍目标 · 2025-09-10T03:34:50.000Z · 👍 3**: Editor, the client for this contract is not Oracle, it's OpenAI.
  - **Dolphin Research** (2025-09-10T07:18:29.000Z): Thanks for the reminder, it's been changed
- **雪梨shelly · 2025-09-10T02:47:39.000Z · 👍 1**: If this rumor keeps spreading, will Oracle acquire tk? 🤔
- **lyhalfway · 2025-09-10T02:44:25.000Z · 👍 2**: Is the $30 billion contract between Oracle and OpenAI part of the Stargate project? SoftBank, OpenAI, and Oracle are the main participants themselves.
- **godisforever · 2025-09-10T01:22:08.000Z · 👍 3**: Too fierce