OpenAI unveiled its first custom AI inference chip, Jalapeño, designed with Broadcom to power large language models like ChatGPT. The ASIC matches Nvidia's Blackwell and Google's TPU performance, redu…
Big Tech companies including the Magnificent Seven, Broadcom, and Oracle have lost roughly $2.7 trillion in market value this month as investors question whether massive AI infrastructure spending can…
OpenAI unveiled Jalapeño, its first custom AI chip designed with Broadcom for inference workloads, aiming to reduce dependence on Nvidia. The chip, built in nine months with AI-assisted design, will p…
OpenAI and Broadcom unveiled 'Jalapeño,' a custom chip designed for large language model inference, claiming better performance per watt. Development took nine months with OpenAI's models aiding the p…
OpenAI has begun testing its first in-house AI chip, Jalapeño, designed for inference to reduce costs and reliance on Nvidia. The chip is part of Project Nexus, a collaboration with Broadcom, with pro…
OpenAI has started testing Jalapeño, its first in-house AI inference chip developed with Broadcom, aiming to reduce reliance on Nvidia hardware for serving products like ChatGPT at scale. The chip tar…
OpenAI and Broadcom announced a partnership to develop custom AI accelerators optimized for large language models, with a deployment target of 10 gigawatts across OpenAI's data centers from 2026 throu…
ASE Technology raised its 2026 capital expenditure target to $8.5 billion, up from $7 billion in February, as AI chip packaging demand continues to outpace supply. The company expects its advanced pac…
US technology stocks lost $1.3 trillion in market value on June 5, 2026, after Broadcom's fiscal Q2 earnings guidance miss triggered a sector-wide selloff. Broadcom projected $16 billion in AI chip sa…
Micron Technology shares plunged 13% on June 23, 2026, ahead of its fiscal Q3 earnings report, dragging the Philadelphia Semiconductor Index down nearly 8%. The selloff was triggered by Broadcom's gui…
Wall Street ended lower on June 23, with the Nasdaq plunging 2.2% and the S&P 500 dropping 1.4%, as investors sold off semiconductor stocks amid concerns that hyperscaler AI spending may not generate …
AI stocks slumped this week as investors questioned whether massive spending by tech giants like Alphabet, Amazon, Meta, and Microsoft on AI data centers will yield sufficient profits. Chipmakers incl…
Google has partnered with MediaTek to develop an enhanced version of its next-generation TPU v9 chip, codenamed Triggerfish, featuring up to three times the SRAM capacity and HBM4E memory. The deal, c…
MiTAC showcased a 52U liquid-cooled AMD Instinct MI355X server rack at Computex 2026, packing 96 accelerators and offering 50% more density than standard AI configurations. The company also displayed …
Samsung Electronics reviewed plans to expand high-bandwidth memory shipments and secure long-term supply agreements with major AI customers at its global strategy meeting last week, as tightening memo…
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, Napier, on TSMC's 3nm process, claiming up to 17x more tokens per watt and 13x higher throughput than Nvidia's Blac…
Google is using Nvidia's own tactics—financial guarantees and circular financing—to challenge Nvidia's dominance in AI chips. The Wall Street Journal reports Google has provided a $3.2bn guarantee for…
Architect Labs, a Palo Alto startup, emerged from stealth with a $24 million seed round to develop an AI system that designs and verifies custom chips end-to-end. The company aims to democratize chip …
A Broadcom survey of 1,800 senior IT leaders reveals that 56% of enterprises now run or plan to run production AI inference in private cloud, up from 41% using public cloud. Cost has overtaken securit…
US stock index futures rose on Monday as semiconductor stocks extended their rally, with Nvidia, AMD, and Broadcom leading gains. Dow futures gained 0.2%, S&P 500 futures rose 0.4%, and Nasdaq 100 fut…