下麵有網友MarieAMare36說了這個事情，下麵是 Gpt幫我查到的，
Good — I dug in. Short answer: Yes — Broadcom's chip boss Charlie Kawwas said (on CNBC, according to multiple news reports) that the mysterious $10 billion customer mentioned in Broadcom's September / Q3 disclosures was not OpenAI, and that comment appears in coverage dated October 13, 2025. (Tom's Hardware)
Notes and evidence:
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Tom's Hardware reports Kawwas “speaking with CNBC” and cites the denial, in an article dated Oct 13, 2025. (Tom's Hardware)
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Cryptopolitan also covers the OpenAI–Broadcom partnership and repeats that Broadcom said OpenAI is not the previously reported $10B mystery customer (Oct 13, 2025). (Cryptopolitan)
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A Swedish item (Omni Ekonomi) directly quotes Broadcom's Charlie Kawwas saying on CNBC that the $10B customer “is not OpenAI” and is dated Oct 13, 2025. (Omni Ekonomi)
上次是 10B訂單, 這次是 10 GigaW, 跟 NVDA 並駕齊驅了，並且，人家 NVDA 是用 1000億美元投資換來的，AVGO 是憑借 產品的優勢。這個差別很大。AMD 是用股份換來的，才 6 GigaW.
並且，由於NVDA和AMD兩家跟 OPEN AI 簽了合同之後，AVGO暴跌，在股價上，到現在都還沒有恢複元氣。由於他們三家的合作，大家都懷疑ASIC要靠邊站了。今天這個消息，可以消除大家的疑慮了。
加上上次那個 10B 的訂單（不是 OPEN AI）, 感覺股價還會漲吧？
當然了，從價值角度看，它是比較貴的
