下面有网友MarieAMare36说了这个事情，下面是 Gpt帮我查到的，
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订单, 这次是 10 GigaW, 跟 NVDA 并驾齐驱了，并且，人家 NVDA 是用 1000亿美元投资换来的，AVGO 是凭借 产品的优势。这个差别很大。AMD 是用股份换来的，才 6 GigaW.
并且，由于NVDA和AMD两家跟 OPEN AI 签了合同之后，AVGO暴跌，在股价上，到现在都还没有恢复元气。由于他们三家的合作，大家都怀疑ASIC要靠边站了。今天这个消息，可以消除大家的疑虑了。
加上上次那个 10B 的订单（不是 OPEN AI）, 感觉股价还会涨吧？
当然了，从价值角度看，它是比较贵的
