Broadcom: OpenAI Deal Changes Everything - Custom AI Leader More Compelling (Upgrade)

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📅 Published: 2025-10-27 09:00 📰 Source: SeekingAlpha 📝 Words: 26

📝 Article Content

OpenAI has sustained the ongoing AI mania to new heights, with AVGO likely to experience a drastic increase in its AI SAM to ~$146B by FY2027.

📄 Summary

OpenAI has sustained the ongoing AI mania to new heights, with AVGO likely to experience a drastic increase in its AI SAM to ~$146B by FY2027.

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Created At: 2025-10-30 17:35:56
Updated At: 2025-10-30 17:35:56
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Stock Mentions:

AVGO - Broadcom Inc. Relevance: N/A