OpenAI's Jalapeño inference chip outperformed Nvidia's Blackwell system on Semianalysis's InferenceX benchmark, delivering more tokens per user and more throughput per kilowatt, according to results p…
OpenAI's new inference chip, Jalapeño, outperforms Nvidia's Blackwell and other competitors in performance per watt across almost all scenarios, according to benchmarks run by SemiAnalysis with OpenAI…
OpenAI announced that its new AI chip, Jalapeño, completes tasks more efficiently and returns responses faster than other AI systems, according to a blog post published on Tuesday. OpenAI hardware vic…
OpenAI unveiled its Jalapeño AI accelerator at the Hot Chips conference on Tuesday, claiming the custom chip, developed with Broadcom, delivers 1.5x to 1.9x higher peak throughput and 1.7x to 3.6x low…
OpenAI unveiled its custom AI inference chip, Jalapeño, at the Hot Chips conference, reporting 1.5 to 4 times the performance-per-watt of leading AI chips, including Nvidia's Blackwell, based on SemiA…
Bond traders have pushed Broadcom's five-year credit default swap prices up by 28 basis points in August and yields on its 5.15% bonds maturing in 2031 up roughly 14 basis points, as the chipmaker neg…
Marvell Technology Inc. stock fell 4% to $228.31 on August 24, 2026, ahead of its August 27 fiscal Q2 2027 earnings report, while Broadcom Inc. slipped 2% to $360.49, dragging the iShares Semiconducto…
Marvell Technology Inc. (NASDAQ: MRVL) reported fiscal 2026 revenue of $8.195 billion, up 42.09% year over year, and non-GAAP EPS of $2.84, up 81%, with data center revenue accounting for 76% of Q1 FY…
Broadcom is in talks to raise more than $60 billion in debt, potentially reaching $100 billion, through a special-purpose vehicle that buys AI chips and leases them back to customers like Anthropic, a…
Qualcomm's shares are down 5.06% year to date, but 24/7 Wall St. sets a $226.05 price target, implying 41.14% upside, citing a diversified semiconductor platform and a data center push. CEO Cristiano …
Broadcom reported fiscal Q2 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue at $10.8 billion, up 143%, while Marvell Technology reported record fiscal Q1 revenue of …
NVIDIA Corporation (NASDAQ: NVDA) reported Q1 FY27 Data Center revenue of $75.246 billion, up 92% year over year, and total revenue of $81.61 billion, up 85.23%, as CEO Jensen Huang said 'Agentic AI h…
Stanley Druckenmiller's Duquesne Family Office sold all of its Intel, Micron, and Broadcom shares in the second quarter, and used the proceeds to build a new 72,900-share stake in AMD and positions in…
Marvell Technology disclosed an expanded custom silicon partnership with Alphabet's Google covering AI inference accelerators, storage, networking, memory interface controllers, and near-memory comput…
Largan Precision, the Taiwanese optical component maker known for iPhone lenses, has partnered with TSMC to develop co-packaged optics (CPO) technology for AI data centers, targeting bandwidth bottlen…
A weekly digest of technology news for August 23, 2026, highlights security and accountability issues, including Claude Code agents creating self-replicating malware and OpenAI underestimating its mod…
Analog Devices reported record fiscal third-quarter revenue of $4.02 billion, up 40% year over year, driven by data center optical and power business growth of over 100%, which now accounts for about …
A Wall Street Journal analysis found that nine major technology companies, including Microsoft, Amazon, Alphabet, Meta Platforms, Oracle, Nvidia, Broadcom, Advanced Micro Devices, and SpaceX, are carr…
NVIDIA Corp. trades at $215.17, and 24/7 Wall St. sets a price target of $270.26, implying 25.27% upside, with a buy recommendation at 90% confidence. The company's Q1 FY27 revenue hit $82 billion, up…
NVIDIA, Broadcom, and Advanced Micro Devices (AMD) have pulled back over the past week, offering a cleaner entry ahead of their upcoming earnings reports, according to 247 Wall St. NVIDIA closed Thurs…