AMD Loses AI Edge as OpenAI Shifts to Broadcom
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最新报道：AMD's stock fell over 1% following reports of OpenAI's $10 billion custom chip order with Broadcom, which surged double digits. The move highlights hyperscalers' efforts to diversify AI hardware supply chains, challenging incumbents like AMD and Nvidia. Despite strong value propositions in cloud and AI, both face pressure as key clients, including OpenAI, seek to reduce vendor reliance. Broader market factors, including weak labor data, did not offset the decline, reflecting sector-specific competition and supply constraints.
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