The Information's TITV OpenAI Scales Back ChatGPT Shopping Plans, Starlink in Europe, Broadcom’s Revenue Projections
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Mar 5, 2026 Alexa Liautaud, General Catalyst partner investing in defense and space startups. Theo Waite, reporter on Starlink’s push into European mobile partnerships. Tristan Guerra, Baird semiconductor analyst on Broadcom’s AI chip ramps. Catherine Perloff, ad-tech and Amazon reporter on OpenAI’s ad talks. Anne Guillen, e-commerce reporter on OpenAI’s shift from in-chat checkout to app-based shopping. They discuss OpenAI’s commerce pivot, ad partnerships, Starlink’s telco hurdles, and Broadcom’s AI momentum.
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OpenAI Eyes Trade Desk To Rapidly Scale Ads
- OpenAI is in early talks with The Trade Desk to use external ad tech rather than build everything in-house.
- Catherine said relying on third-party ad platforms speeds monetization while sacrificing some control over targeting and pricing.
Broadcom Projects Explosive AI Revenue Growth
- Broadcom's AI revenue guidance keeps rising and management projects more than $100 billion in AI revenue next year.
- Tristan Guerra highlighted networking chips like Tomahawk 6 as a high-margin contributor making up over one-third of AI revenue.
Entropic Ramp Is Gross Margin Neutral For Broadcom
- Broadcom reassured investors Entropic wafer supply ramp won't hurt gross margins due to pricing and front-end adjustments.
- Tristan said this margin neutrality and customer diversification (OpenAI, Meta, Google) boosted investor confidence in the quarter.