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Investors should take note: the real value in AI is shifting from models themselves to the underlying infrastructure—chips, networks, and power systems—that make AI deployment feasible and scalable.
Conclusion: Building the Foundation for an AI-Driven Future
This historic partnership between OpenAI and Broadcom illustrates a pivotal transition in the AI landscape. By designing custom hardware and creating a vast, energy-intensive network, OpenAI aims to secure its own foundation for future growth, independence, and technological supremacy.