Name: AVGO Rallies on OpenAI 10GW Deal: Measuring Broadcom's Profitability in A.I. Buildout
Uploaded: 2025-10-13T18:28:57.162-05:00
Duration: 4 min 28 s
Description: Broadcom (AVGO) surged after penning a massive deal with OpenAI that includes building 10 gigawatts of custom A.I. accelerators to enhance OpenAI's infrastructure. Marley Kayden says it's undeniably a big deal for Broadcom but notes that it can impact the company's path to profitability. She talks about what the deal means for Broadcom's revenue layout.

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Broadcom (AVGO) surged after penning a massive deal with OpenAI that includes building 10 gigawatts of custom A.I. accelerators to enhance OpenAI's infrastructure. Marley Kayden says it's undeniably a big deal for Broadcom but notes that it can impact the company's path to profitability. She talks about what the deal means for Broadcom's revenue layout.

AVGO Rallies on OpenAI 10GW Deal: Measuring Broadcom's Profitability in A.I. Buildout

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