Latest / Bloomberg Intelligence

Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI signing a multiyear agreement with Broadcom to collaborate on custom chips and networking equipment. The plan is to add 10 gigawatts’ worth of AI data center capacity, with the companies beginning to deploy racks of servers containing the gear in the second half of 2026.
-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.