---
title: "Broadcom receives favorable outlook from Citigroup: target price raised to $415 after collaboration with OpenAI"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/261197548.md"
description: "Broadcom has reached a cooperation with OpenAI, and Citigroup has raised its target price from $350 to $415, maintaining a \"Buy\" rating. Analysts expect the deal to bring approximately $100 billion in revenue to Broadcom over the next few years, contributing $8 in earnings per share. The first batch of custom chips is expected to be delivered by the end of 2026. OpenAI's AI infrastructure planning is projected to reach capital expenditures of $1.3 trillion by 2030, with revenue increasing from $12.5 billion in 2025 to $163 billion in 2030"
datetime: "2025-10-15T07:44:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/261197548.md)
  - [en](https://longbridge.com/en/news/261197548.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/261197548.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/261197548.md) | [繁體中文](https://longbridge.com/zh-HK/news/261197548.md)


# Broadcom receives favorable outlook from Citigroup: target price raised to $415 after collaboration with OpenAI

According to the Zhitong Finance APP, chip manufacturer Broadcom (AVGO.US) announced a partnership with Microsoft-backed OpenAI on Monday regarding a "10 Gigawatt Custom AI Accelerator." Following this announcement, Citigroup promptly raised the stock's target price from $350 to $415 and maintained a "Buy" rating.

The analyst team led by Christopher Danely noted that while Broadcom did not provide an official forecast, they estimate that this deal could bring approximately $100 billion in revenue to the company over the next few years, contributing a total of $8 in earnings per share. The first batch of custom chips is expected to start shipping by the end of 2026, with the delivery period extending until 2029.

Citigroup mentioned that OpenAI has currently announced a total of 26 Gigawatts of AI infrastructure plans; the bank's AI analyst Heath Terry estimated that the construction cost per Gigawatt is about $50 billion, which means that cumulative capital expenditures could reach $1.3 trillion by 2030. Terry expects OpenAI's revenue to grow from approximately $12.5 billion in 2025 to $163 billion by 2030.

Danely and others also believe that the "billion-dollar customer" disclosed by Broadcom in its third-quarter earnings report is likely xAI.

Models indicate that Broadcom's AI business revenue is expected to leap from approximately $22 billion in 2025 (accounting for 33% of total sales) to $85 billion in 2027 (accounting for 65%), growing more than fourfold

### 相关股票

- [Broadcom (AVGO.US)](https://longbridge.com/zh-CN/quote/AVGO.US.md)
- [OpenAI (OpenAI.NA)](https://longbridge.com/zh-CN/quote/OpenAI.NA.md)

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