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16h ago

OpenAI’s New AI Hardware Deals Lift Suppliers as Broadcom Pact and Oracle–AMD Deployment Take Shape

Markets recalibrate to multi-year gigawatt commitments facing scrutiny over financing structures.

AI (Artificial Intelligence) letters and robot hand are placed on computer motherboard in this illustration created on June 23, 2023. REUTERS/Dado Ruvic/Illustration/File Photo
A smartphone with a displayed Broadcom logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration
AI economy outlook
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Overview

  • OpenAI and Broadcom announced a plan to co-develop and deploy custom accelerator racks targeting about 10 gigawatts of capacity, a move that helped add more than $150 billion to Broadcom’s market value.
  • Oracle and AMD said Oracle Cloud will deploy 50,000 AMD GPUs beginning in the third quarter of 2026 using AMD’s upcoming MI450 chips in Helios rack systems, with expansion planned into 2027.
  • Cumulative OpenAI-linked arrangements in 2025 total roughly $1 trillion, including Nvidia’s plan to invest up to $100 billion tied to at least 10 gigawatts of systems, Oracle’s $300 billion Stargate infrastructure deal, and an OpenAI–AMD partnership reported at about 6 gigawatts with an option for up to a 10% equity stake.
  • Investors and strategists are flagging risks from interlocking investments and potential circular financing, alongside power and grid constraints that could delay large data-center deployments.
  • Nvidia shares rose after an HSBC upgrade that cited expanding AI chip demand beyond hyperscalers, while an investor consortium including Nvidia and Microsoft agreed to acquire Aligned Data Centers in a deal valuing the operator at about $40 billion.