Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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Nvidia (NVDA) Tumbles After OpenAI Chooses Broadcom for In‑House AI Chip | Reuters | Login to see the signal | |
OpenAI to launch its first AI chip in 2026 with Broadcom, FT reportsSummaryOpenAI is partnering with Broadcom to build its first in‑house AI chip, reducing reliance on Nvidia; Broadcom reportedly secured over $10 billion in AI infrastructure orders. The chip will be used internally, signaling potential long-term pressure on Nvidia's GPU demand. |
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NVDA
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Nvidia (NVDA) Tumbles as OpenAI-Broadcom Chip Deal Threatens GPU Demand | ReutersRefinitiv | Login to see the signal | |
OpenAI set to start mass production of its own AI chips with Broadcom in 2026, FT reportsSummaryOpenAI will build its first in-house AI chip with Broadcom next year to cut reliance on Nvidia; Broadcom also secured over $10bn in AI infrastructure orders. Google, Amazon and Meta have similar custom silicon efforts. |
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