At Hot Chips 2026, OpenAI presented Jalapeño, an inference ASIC built with Broadcom, which integrates heterogeneous compute, memory, and network resources on a single chip to handle the three phases o…
Arista Networks (NYSE:ANET) and Broadcom (NASDAQ:AVGO) are dominating the AI networking niche, with Arista's Q2 FY26 revenue reaching just over $3 billion (up 37.7% year over year) and Broadcom's Q2 F…
OpenAI announced its first in-house AI accelerator, codenamed Jalapeño, claiming it outperforms Nvidia's Blackwell-generation systems on inference, delivering 1.5x to 1.9x more AI work at peak through…
The ten largest companies in the S&P 500 now account for roughly 40% of the index's weight, nearly all AI-adjacent tech firms such as Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta, and Broadcom, me…
OpenAI unveiled benchmarks for its custom inference ASIC Jalapeño, co-designed with Broadcom, claiming 1.5–1.9x better performance per watt and up to 3.6x lower latency versus Nvidia's GB200/GB300 on …
OpenAI and Broadcom's Jalapeño inference chip, unveiled Tuesday at the Hot Chips conference, delivers 1.5 to 1.9 times more work per watt and 1.7 to 3.6 times lower latency on tested models, according…
Nine major tech companies—Alphabet, Amazon, Meta, Microsoft, Oracle, Nvidia, Broadcom, AMD, and SpaceX—have accumulated approximately $3.1 trillion in off-balance-sheet commitments tied to AI infrastr…
OpenAI unveiled Jalapeño, an in-house inference ASIC and system built with Broadcom, at Hot Chips 2026, claiming it outperforms NVIDIA GB200 and GB300 in throughput per kilowatt and latency for OpenAI…
OpenAI revealed benchmark results for its first custom inference chip, Jalapeño, co-developed with Broadcom on TSMC's 3nm node, at Hot Chips 2026 on August 25. The chip delivers 1.5x–1.9x more AI work…
NVIDIA presented its Spectrum-X Ethernet Multiplane Network Architecture at Hot Chips 2026, claiming 1.9x higher training performance in multi-tenant AI factories and detailing a roadmap to scale AI f…
Broadcom unveiled its Thor Ultra Ethernet NIC at Hot Chips 2026, an 800GbE adapter designed for AI and HPC fabrics, featuring a PCIe Gen6 x16 host interface, 8-port 100G MAC, 256 SR-IOV virtual functi…
OpenAI reported up to 3.6x lower end-to-end latency for its Jalapeno inference chip compared with Nvidia GB200 and GB300 systems in company-run engineering tests, with production deployment planned by…
OpenAI reported Tuesday that its custom inference chip, Jalapeno, delivered between 1.5 and 1.9 times more AI work per watt at peak throughput than Nvidia GB200 and GB300 systems across three public m…
OpenAI plans to deploy Jalapeño, its first custom inference chip co-developed with Broadcom, in its compute infrastructure by the end of 2026. The chip is designed for large language model inference a…
Broadcom's AI chip financing has shifted from an equity-market story to a credit-market concern, with yields on its 5.15% bonds due in 2031 rising about 14 basis points in August and five-year credit …
OpenAI has introduced Jalapeño, its first custom inference chip, developed with Broadcom and Celestica, to improve throughput, latency, and energy efficiency for serving large language models. The chi…
OpenAI disclosed benchmark results for its custom AI inference chip, codenamed Jalapeño, showing it outperforms Nvidia's GB300 processors with 1.5 to 1.9 times more AI work per watt and 1.7 to 3.6 tim…
Ed Zitron, author of the newsletter 'Where's Your Ed At', published 'The AI Hater's Manifesto', a critical essay arguing that the AI industry is a bubble funneling money to NVIDIA and Broadcom, and th…
OpenAI reported that its custom inference chip, Jalapeño, outperforms NVIDIA's Blackwell GPUs on throughput per watt and latency across several open models, delivering 1.5 to 1.9 times more AI work pe…
OpenAI said its Broadcom-built Jalapeño inference chip delivers 1.5 to 1.9 times more AI work per watt than Nvidia's GB200 and GB300 systems on tested models, with 1.7 to 3.6 times lower end-to-end la…