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

4 min13 oktober 2025

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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