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…
Broadcom CEO Hock Tan said at the Bloomberg Tech conference that the company is prioritizing organic growth in AI over acquisitions, citing surging AI revenue. Broadcom expects its AI business could e…
TickerStar, a new AI-powered platform, scans SEC filings, official news releases, and earnings calls to deliver concise email alerts to investors within minutes. Built by a former sell-side equity res…
Goldman Sachs initiated coverage of Intel with a Neutral rating and a $150 price target, citing limited upside after the stock more than tripled in 2026. Analyst James Schneider noted positive demand …
The UCCL team released rdmatop, a real-time terminal UI that monitors RDMA traffic across any Linux device including NVIDIA ConnectX, AWS EFA, and Broadcom NICs. The tool reads RDMA netlink to provide…
OpenAI and Broadcom unveiled Jalapeno, OpenAI's first custom ASIC designed specifically for large language model inference, marking a shift from general-purpose GPUs to specialized silicon to address …
OpenAI and Broadcom unveiled Jalapeño, a custom inference ASIC for large language models, on June 24, 2026. The chip is designed to optimize performance-per-watt for inference by pairing a reticle-siz…
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom on TSMC's 3nm process, claiming 50% lower cost per inference token than current Nvidia GPUs. The inference ASIC, designed for LL…
Anthropic's annualized revenue run rate crossed $47 billion as of early May 2026, tracking toward $50 billion by late June, driven by over 1,000 enterprises each spending more than $1 million annually…