➀ OpenAI plans to tape-out its first chip on TSMC's 3nm process later this year;

➁ The chip is designed for both training and inference and is being developed by an in-house team;

➂ The objective is to reduce dependency on Nvidia's processors, which are expensive and in high demand.

➀ Broadcom has developed a device that encrypts data as it moves between servers and storage, responding to government requirements for post-quantum cryptographic encryption algorithms and zero trust architecture.

➁ The Emulex Secure Fibre Channel Host Bus Adapter (HBA) offers several advantages over application-based encryption, including preserving storage array services, enabling real-time ransomware detection, and having no encryption performance penalty.

➂ The device supports various security standards and is available in different port configurations. It can run on existing Fibre Channel infrastructure and provides simple session-based key management.

➀ Samsung and SK Hynix are competing to supply HBM4 to Broadcom, a rising competitor against NVIDIA.

➁ SK Hynix has received a request from Broadcom for a large supply of custom HBM4.

➂ Samsung is also in discussions with Broadcom about supplying HBM4.

➀ Broadcom, with decades of experience in communication chips, is making a significant shift towards AI, with AI-related revenue accounting for 41% of its semiconductor business.

➁ Broadcom focuses on customized AI accelerators (XPUs) and related network connection technologies, avoiding direct competition with NVIDIA in the general AI acceleration chip market.

➂ Broadcom's XPU platform covers a full range of solutions from AI design process, AI IP, to SoC packaging, enabling rapid response to customer needs.

➀ Broadcom's stock surged 24.43% on the last trading day of the US stock market, reaching a market capitalization of 1.05 trillion US dollars;

➁ Broadcom's success is attributed to its aggressive acquisition strategy and cost control under CEO Hock Tan;

➂ Broadcom's focus on AI ASIC and its potential to disrupt the GPU market through custom chips and network technologies.

➀ China currently lacks a company that can fully match Broadcom in the AI chip ASIC field;

➁ Broadcom, as a global leader in semiconductor and infrastructure software solutions, has made significant achievements in AI;

➂ Baidu, Apple, and AMD have grown through self-developed technology, while Broadcom has focused on acquisition to become a tech giant.

➀ OpenAI is developing its first inference chip in collaboration with Broadcom and TSMC to support its AI systems;

➁ In addition to NVIDIA chips, OpenAI plans to use AMD chips to meet its growing infrastructure needs;

➂ OpenAI has researched various plans to diversify chip supply and reduce costs, including internal design and manufacturing, but has temporarily abandoned this ambitious plan due to high costs and time requirements;

➃ OpenAI has formed a team of about 20 people led by Richard Ho and Thomas Norrie to develop the chip, aiming to launch the first AI chip in 2026;

➄ OpenAI is exploring other parallel solutions and may introduce more partners in the future;

➅ The development of self-developed chips is part of a broader trend among major tech and AI companies to develop dedicated hardware to meet the unique needs of AI workloads.

➀ AT&T accuses Broadcom of raising prices by 1050% and attempting to change the VMware contract;

➁ Broadcom refuses to renew the permanent license support service for AT&T unless AT&T agrees to certain conditions;

➂ These conditions would cause AT&T to lose tens of millions of dollars more than the cost of the support service;

➃ The proposed annual growth rate is 1050%, which is not the expected way of doing business with a strategic partner;

➄ Broadcom's acquisition of VMware and the transition from perpetual license to subscription model have been criticized by many users;

➅ Some users report that the renewal cost has increased by 500% and 600%.