OpenAI x Broadcom deal

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OpenAI x Broadcom deal

Pinkspider
2025-10-13

OpenAI / Broadcom deal is a pretty gigantic thing that was announced today...

So the deal includes 10GW of datacenter buildout...1GW is about $35-$40B of spend so this is basically a $400B deal with OpenAI and $AVGO.

OpenAI just signed a 6GW deal with $AMD last week

OpenAI also signed a $100B deal with $NVDA for 10GW two weeks ago.

$ORCL reported a 350% increase in RPO because of a $300B deal with OpenAI.

It seems like OpenAI is becoming the core piece of almost every massive AI deal that is taking place...

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Valerie Archibald
·2025-10-14
I can’t wait for Friday morning, after all the revisions up of the PT from all the analysts invited at ORCL investors day on Thursday…

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Venus Reade
·2025-10-14
Imagine that AMD like move tomorrow for Oracle! 20%? 30%?

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zoomzi
·2025-10-14
Wow, this is huge news! Exciting times ahead! [OMG]
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