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$博通(AVGO)$英伟达向OpenAI投资1000亿美元，利好英伟达的芯片销售捆绑，对博通这种硬件供应商是有利空的，同时对微软及其他AI公司并不友好，提高了中小型AI公司的生存门槛。买博通的注意风险吧

OpenAI现在是硅谷圈最能花钱的公司，OpenAI已经与甲骨文、博通、谷歌分别签订了合作协议，本周末又传出OpenAI不仅准备向服务器备份领域投入1000亿美元，还准备开发硬件AI产品，并挖了30名apple员工，让立讯精密和歌尔股份代工。现在据报道，英伟达投资OpenAI 1000亿美元，锁定OpenAI作为优先战略合作伙伴。【AI、芯片、能源、AI基建&云服务板块集体拉升，有哪些投资机会可以挖掘？】

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