OpenAI and Broadcom unveiled the Jalapeño inference chip, targeting 50% cheaper AI per-token costs for developers. The chip aims to reduce AI inference expenses significantly, with a timeline and key …
The Raspberry Pi 5 now comes in a 16 GB version for $120, enabling local AI model inference with MoE models like Qwen3.5 at 7–8 tokens per second, though real-world costs reach $180–220 with necessary…
Anthropic is in early-stage talks with Samsung Electronics to manufacture a custom AI accelerator chip, The Information reported on July 2, 2026. The move follows OpenAI's custom chip and reflects AI …
Anthropic is in talks with Samsung to manufacture a custom AI chip, aiming to address chip shortages and reduce reliance on Nvidia. The company has not yet determined the chip's specifications or use …
AI startup Oxmiq raised $35 million to develop chip architecture and software that combines graphics chips, central processors, and tensor engines into a single design, aiming to lower the cost of bui…
A $10,000 investment in the Philadelphia Semiconductor Index on Jan. 2, 2026, would have grown to $19,546.72 by the end of Q2, driven by AI demand, while the S&P 500 returned 9% and bitcoin lost over …
OpenAI has reduced inference costs by over 50% for some existing models, operating logged-out ChatGPT traffic on just a few hundred Nvidia GPUs, according to The Information. The efficiency gains, ach…
AI chip startup Etched emerged from stealth with $800 million in funding and $1 billion in forward sales contracts, claiming its Sohu ASIC can replace up to 160 Nvidia H100 GPUs for transformer infere…
OpenAI unveiled Jalapeño, a custom inference ASIC co-designed with Broadcom and manufactured by TSMC, aiming for 50% lower inference cost per token than Nvidia GPUs. Production is planned for 2027, wi…
Global Unichip Corp. (GUC) hit an all-time high of NT$5,950, surging over 240% in the past year, as demand for custom CPUs from hyperscalers like Google and Microsoft boosts revenue estimates. The TSM…
OpenAI has reduced its inference costs by roughly 50% through a new optimization technique, addressing a major financial challenge as inference spending threatens to reach billions annually. The cost …
AMD, Broadcom, Meta, Microsoft, Nvidia, and OpenAI formed the Optical Compute Interconnect Multi-Source Agreement to standardize co-packaged optics for AI scale-up networks, settling on a slow-and-wid…
The Nasdaq Composite lost over $1 trillion in market value in late June 2026, sparking bubble fears as AI-related corporate borrowing could exceed $500 billion by year-end and the S&P 500's price-to-s…
Meta relied on Google's Gemini models for customer service, ad tools, and content moderation until Google imposed capacity limits in March 2026, forcing Meta to ration AI tokens and shift workloads to…
Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer i…
Wall Street opened higher on Monday after the US and Iran agreed to pause hostilities, with the Dow Jones, S&P 500, and Nasdaq Composite rising 0.3%, 0.4%, and 1.3% respectively. AI stocks traded mixe…
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom AI inference chip, on June 24, achieving a nine-month design-to-tape-out cycle accelerated by AI-assisted design. This breakthrough compres…
Goldman Sachs strategist Ben Snider estimates AI infrastructure stocks will contribute nearly 60% of S&P 500 EPS growth this quarter, with Nvidia, Micron, and Broadcom accounting for about 54% of tota…
Hundreds of billions of dollars in new U.S. semiconductor investment are creating opportunities for automation and precision engineering suppliers, with Nightfood Holdings (NGTF) announcing a strategi…
JPMorgan analyst Harlan Sur reaffirmed that Broadcom's TPU v9 chip for Google remains on schedule for 2028 production, raising Broadcom's price target to $580 amid recent delay fears. The 2nm ASIC pro…