{"id":85393,"date":"2026-06-25T06:02:21","date_gmt":"2026-06-25T06:02:21","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/85393\/"},"modified":"2026-06-25T06:02:21","modified_gmt":"2026-06-25T06:02:21","slug":"avgo-cls-stocks-are-gaining-today-whats-behind-openai-and-broadcoms-new-ai-chip-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/85393\/","title":{"rendered":"AVGO, CLS Stocks Are Gaining Today \u2014 What\u2019s Behind OpenAI And Broadcom\u2019s New AI Chip?"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Broadcom said the partnership with OpenAI is aimed at building the physical infrastructure needed for the next decade of AI.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Celestica contributed boards, racks and systems, highlighting the broader ecosystem behind the chip program.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Broadcom plans to deploy the platform in gigawatt-scale AI data centers with Microsoft and other partners beginning in 2026.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Shares of Broadcom Inc. (AVGO) and Celestica Inc. (CLS) gained on Wednesday after Broadcom and OpenAI unveiled Jalapeno, the ChatGPT maker&#8217;s first custom AI chip. Celestica partnered on the boards, racks and systems supporting the new processor.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">At the time of writing on Wednesday afternoon, the AVGO stock was up about 1.6%, while CLS stock climbed more than 5%.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/stocktwits.com\/newsletters\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-ylk=\"slk:See%20what%2010M%2B%20investors%20are%20talking%20about.%20Get%20the%20Stocktwits%20Daily%20Rip%20for%20what%20retail%20is%20watching%20right%20now%2C%20free%20to%20your%20inbox;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkText&quot;:&quot;See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;}\">See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a>  <\/p>\n<p>        OpenAI&#8217;s First &#8216;Intelligence Processor&#8217; Targets AI Inference          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The chip, called Jalapeno, is OpenAI&#8217;s first &#8220;intelligence processor&#8221; and the first accelerator in a multi-generation compute platform being developed with Broadcom. According to the companies, the processor was built to support future AI inference workloads and make advanced AI faster and more reliable.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">OpenAI said the chip uses the company&#8217;s understanding of large language models to optimize inference workloads, while Broadcom provided the silicon implementation and networking technologies needed to bring the platform to large-scale production.  <\/p>\n<p>            Early Tests Show Higher Performance Per Watt          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Though OpenAI is still evaluating final performance, the companies said early tests indicate Jalapeno delivers better performance per watt than current state-of-the-art AI accelerators. A detailed technical report is expected in the coming months.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">According to the companies, the system is built to improve efficiency and get more performance out of available computing resources. The platform also incorporates Broadcom&#8217;s Tomahawk networking technology.  <\/p>\n<p>        AVGO Sees Multi-Generation Roadmap With Microsoft          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Broadcom CEO Hock Tan said the collaboration with OpenAI reflects a long-term effort to build &#8220;the physical infrastructure required for the next decade of AI.&#8221; He added that the initiative marks the beginning of a &#8220;multi-generation roadmap,&#8221; with jointly developed silicon aimed at supporting gigawatt-scale data center deployments with Microsoft (MSFT) and other partners starting in 2026.  <\/p>\n<p>        AVGO, CLS Shares: What Retail Traders Feel           <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">On Stocktwits, retail sentiment for AVGO was &#8216;bearish,&#8217; unchanged in the past one week. Over the past 30 days, message volume around the stock has surged 1293%, while its retail watcher base rose 6.8% during the same period.  <\/p>\n","protected":false},"excerpt":{"rendered":"Broadcom said the partnership with OpenAI is aimed at building the physical infrastructure needed for the next decade&hellip;\n","protected":false},"author":2,"featured_media":85394,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[42,20260,328,19427,320,157,45896],"class_list":["post-85393","post","type-post","status-publish","format-standard","has-post-thumbnail","category-openai","tag-ai-data-centers","tag-avgo-stock","tag-broadcom","tag-celestica","tag-microsoft","tag-openai","tag-physical-infrastructure"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/85393","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=85393"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/85393\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/85394"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=85393"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=85393"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=85393"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}