Two Stocks That Will Benefit From OpenAI Announcement

During a recent episode of The AI Investor Podcast, Eric Bleeker covered the news regarding OpenAI's new custom chip, Jalapeño, and its comparison to Nvidia's Blackwell. OpenAI designed the chip with Broadcom and Celestica, which could be a boon to each of those company's stocks as we look ahead to 2027 and 2028. Eric also explored the implications for the broader semiconductor landscape now that the news about this latest chip is official.