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Technology Stocks : ASML Holding NV

ASML 1,044

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3:59 PM EST

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From: BeenRetired	10/13/2025 12:57:50 PM
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OpenAI Broadcom chip 2H26. The companies said on Monday that OpenAI would design the chips, which Broadcom will develop and deploy starting in the second half of 2026. They will roll out 10 gigawatts worth of custom chips, whose power consumption is roughly equivalent to the needs of more than 8 million U.S. households or five times the electricity produced by the Hoover Dam. The OpenAI-Broadcom deal is the latest in a string of massive chip investments that have highlighted the technology industry's surging appetite for computing power as it races to build the most sophisticated AI systems. The tie-up with Broadcom, first reported by Reuters last year, places OpenAI among cloud-computing giants such as Alphabet-owned Google and Amazon.com that are developing custom chips to meet surging AI demand and reduce dependence on costly, supply-constrained Nvidia processors. However, similar efforts by Microsoft and Meta have failed to match the performance of Nvidia chips, according to media reports. Still, the rise in demand for custom chips has turned Broadcom into one of the biggest winners of the generative AI boom, with its stock price rising nearly six-fold since the end of 2022. Broadcom unveiled a $10 billion custom AI chip order in September from an unnamed new customer, which some analysts speculated was OpenAI. However, a company executive on Monday alluded that OpenAI was not that unnamed client. OpenAI taps Broadcom to build its first AI processor in latest chip deal

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