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OpenAI and Broadcom announced a strategic partnership to jointly develop next-generation data center chips, which are expected to be launched in 2026. The core goal of this collaboration is to deploy a 10-gigawatt set of AI accelerators designed by OpenAI, providing powerful computing power for future artificial intelligence applications.
According to the cooperation agreement between the two parties, Broadcom will participate in this ambitious project, leveraging its expertise in accelerators and Ethernet solutions to help achieve vertical and horizontal scaling of the system. The deployment plan for Broadcom's AI accelerators and network system racks will start in the second half of 2026 and is expected to be completed by the end of 2029. This initiative will significantly improve the efficiency of AI computing power, offering better infrastructure support for technology companies.
According to a research report from Guangfa Securities, as technology giants continue to increase their demand for computing power, the importance of ASIC (Application-Specific Integrated Circuit) technology is becoming increasingly prominent. This trend will drive both domestic and international technology companies to invest more in ASICs to improve the efficiency of training and inference for artificial intelligence models. At the same time, the report also mentioned that the importance of connection technology in computing clusters will continue to rise, especially in the current FOMO2.0 era, where the optical module industry chain will become an important "ticket asset" for overseas AI technology.
In related listed companies, Luobo Tek has established a good cooperative relationship with Broadcom. Its subsidiary ficonTEC is currently the only supplier of coupling equipment for Broadcom's CPO products. In addition, Shenzhen Hengbaotong, a subsidiary controlled by Qingshan Paper, has been cooperating with Broadcom for over 20 years, continuously providing optical module-related products. These partnerships offer potential opportunities for investors.
The collaboration between OpenAI and Broadcom is not only an innovation at the technical level but will also have a profound impact on the entire computing power industry chain. In the future, as AI technology continues to develop, the demand for computing power will continue to grow, bringing new development opportunities for related companies.