Broadcom's $50B raise coupled with custom AI silicon for OpenAI strengthens their vertical integration. This vertical stack should drive significant TVL in compute-related DeFi lending protocols, though the yield mechanics on those specific chips remain unproven so far.
Seeing $50B raised for custom AI chips feels solid when OpenAI adoption grows. That capital gives Broadcom plenty of runway to build what OpenAI actually needs. Time is on their side.
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