Broadcom reportedly gains Open

Broadcom reportedly gains OpenAI as a new qualified XPU customer, spurring a reacceleration in the FY 2026 outlook.

The market has already quickly lifted its optimism on the deal, as Broadcom progresses with another hyperscale-level customer win.

Yet, with custom chips becoming a more critical growth driver for AVGO, how many more OpenAI-level customers can Broadcom depend on?

Serious questions about whether AVGO's frothy valuations still have much further room to go must now be contemplated.

I urge investors who haven't joined the party to think thrice about jumping on board

Broadcom Jumps 10%! AI Chip Rally, Is Nvidia’s Pullback Over?

Chip sector rally on Al optimism; Broadcomand Credo up 10%; Arm up 9%; Astera Labs up7%: Nvidia, TSMC and Micron up 3%

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