Bloomberg Tech OpenAI, Broadcom Ink 10-Gigawatt Chip Deal
14 snips
Oct 13, 2025 A major deal between OpenAI and Broadcom is reshaping the tech landscape with custom chips tailored for AI. Meanwhile, tech stocks are responding positively to hints of a possible deal between the U.S. and China, amidst ongoing trade tensions. Warner Brothers Discovery rejects a lowball takeover offer from Paramount, highlighting the strategic complexities in the media sector. Lastly, major concerns loom over the recent crypto market crash and its associated liquidity challenges.
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OpenAI Pivots To Custom Hardware
- OpenAI is moving beyond renting compute to co-designing custom chips and networking with Broadcom to optimize performance and cost.
- Owning stack-level insights can cut inference costs and secure priority supply for AI scale-ups.
Watch Timing, Not Just Buzz
- Investors should watch timing and revenue realization when judging AI-related capex and deal valuations.
- Expect the next 12–36 months to reveal whether heavy infrastructure spending translates into durable revenue growth.
Rare Earths Are Strategic Leverage
- Rare earths and extraction tech are geopolitical leverage points because China controls much of production and refining.
- Export controls on minerals and processing tech complicate U.S. attempts to onshore critical supply chains quickly.