OpenAI Alliance Adds Broadcom, Cold Thinking Under the AI Chip Stock Frenzy
OpenAI recently made strategic moves, following collaborations with SoftBank, NVIDIA, Oracle, AMD, etc., and announced a partnership with Broadcom on Monday to jointly produce its first self-designed AI processor. OpenAI will be responsible for chip design, while Broadcom handles development and deployment, with plans to launch custom chips with a total computing power of 10 gigawatts.
Broadcom surged over 9% on the 13th, and OpenAI's collaboration is another positive signal (without the SEC, wouldn’t internal employees be laughing all the way to the bank?). The AI bubble theory was already quite prevalent, and this has amplified it further.
Facing the surging demand for AI chips, OpenAI's collaboration with NVIDIA, AMD, and Broadcom is a logical move to ensure computing power supply. In AI development, cloud services and chips naturally complement each other, and partnering with Oracle is also a step toward diversifying OpenAI's cloud supply chain.
From this perspective, Decoder believes this is actually a strategic choice driven by the explosive demand in AI development, leading to a win-win situation with rising stock prices. Such a hot sector and industry naturally attract investors. Amid market overheating, high valuations, speculative sentiment, tariff-induced supply chain concerns, and capital competition, the sensitive market perceives a bubble—a perfectly normal instinct.
But whether this bubble will truly become a bubble or burst depends in the long run on AGI development efficiency, power supply, and trade war conditions. During this process, some may adjust, achieving survival of the fittest, with leading stocks being more resilient while smaller AI stocks may carry higher risks.
But there is one consensus: the long-term trend of AI remains unchanged.
$Broadcom(AVGO.US) was mostly dominated by bullish forces on the 13th, fluctuating between 355-356 and closing up 9.88%.
Influenced by both "TACO" and the OpenAI collaboration, Broadcom showed strong upward momentum on the 13th, with increased trading volume.
Based on reactions from OpenAI's partnership circle, Broadcom is expected to hold steady for another day or two. Watch the 359 support level; if it stabilizes above 356, a new trend may form.
$Taiwan Semiconductor(TSM.US) "TACO" arrived, closing up 7.92% on the 13th with intraday fluctuations.
No significant opportunities to add positions; check earnings reports for profit-taking.
$AMD(AMD.US) saw a small spike in early trading on the 13th but weakened afterward, fluctuating between 218-219 and closing weaker in the afternoon. It ended up 0.71%.
Momentum is slightly weak; if trading volume remains stable, sideways movement may occur.
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