OpenAI Partners with Broadcom for 10GW AI Chip Deal

Published 1 day ago

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Above: Sam Altman, chief executive officer of OpenAI Inc., in Abilene, Texas, on Sept. 23, 2025. Image copyright: Kyle Grillot/Bloomberg/Getty Images

The Spin

The OpenAI-Broadcom chip deal epitomizes the dangerous AI bubble that's about to burst. Stock markets hit record highs despite weak economic growth, with tech valuations completely disconnected from reality. Financial terms remain suspiciously unclear, raising red flags about inflated partnerships that could lead to massive investor losses.

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This is a pivotal breakthrough in AI infrastructure that will unlock unprecedented capabilities. With 800 million weekly users and growing enterprise adoption, this collaboration delivers the custom hardware needed to advance artificial general intelligence. The deal sets new industry benchmarks for scalable, power-efficient AI systems.

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Sarbjeet Johal on X

Metaculus Prediction

There's a 0.8% chance that OpenAI will announce that it has solved the core technical challenges of superintelligence alignment by June 30, 2027, according to the Metaculus prediction community.