John Maeland @Lordhumpe: "𝗢𝗽𝗲𝗻𝗔𝗜 𝗷𝘂𝘀𝘁 𝗰𝗼𝗻𝗳𝗶𝗿𝗺𝗲𝗱 𝗮 𝟭𝟬..."

Norway

𝗢𝗽𝗲𝗻𝗔𝗜 𝗷𝘂𝘀𝘁 𝗰𝗼𝗻𝗳𝗶𝗿𝗺𝗲𝗱 𝗮 𝟭𝟬 𝗚𝗪 𝗰𝗵𝗶𝗽 𝗱𝗲𝗮𝗹 𝘄𝗶𝘁𝗵 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 OpenAI has now signed a multi-billion-dollar partnership with $AVGO (Broadcom Inc) to co-design and deploy up to 10 GW of custom AI accelerators. This follows earlier GPU deals, 10 GW with $NVDA (NVIDIA Corporation) and 6 GW with $AMD (Advanced Micro Devices Inc) - confirming one thing: 👉 OpenAI isn’t slowing. It’s diversifying, scaling, and preparing for 24/7 inference at massive scale. OpenAI is securing long-term silicon capacity across multiple vendors. This confirms a shift in AI infrastructure: from a GPU shortage story → to a structural build-out of compute power, networking, and power delivery. 𝗕𝗶𝗴 𝗽𝗶𝗰𝘁𝘂𝗿𝗲 AI is becoming a power and infrastructure game. The players who control compute, energy, and interconnects will shape the next decade of AI economics I believe. That’s why I stay positioned in AVGO, ANET, VRT, NVDA, MSFT, SMCI, TSM, MRVL. These companies are building the foundation for the AI inference era. Fallow for more AI updates. openai.com/index/openai-and-broadcom-announce-strategic-collaboration/ $SPX500 $NSDQ100 $BTC