Stratechery by Ben Thompson Follow OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia OpenAI's deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize. https://stratechery.com/2025/openai-and-broadcom-chatgpt-and-xpus-amd-and-nvidia/ stratechery.com
