OpenAI Jalapeño - Custom LLM Inference ASIC
OpenAI's first custom AI chip, co-designed with Broadcom on TSMC 3nm, targeting 50% lower inference cost than GPU alternatives.
Articles Tagged "AI Chips"
Etched Exits Stealth With Working Chip and $1B in Orders
Transformer ASIC startup Etched comes out of stealth with first-pass silicon on TSMC N4P, $800M raised, and more than $1B in signed customer contracts.
South Korea Commits $518B to Samsung and SK Hynix Fabs
South Korea announced an 800 trillion won chip investment plan to build four new fabs with Samsung and SK Hynix in the country's southwest, targeting AI memory dominance through 2035.
Qualcomm Bets $14B to Shatter Nvidia's AI Lock-In
Qualcomm confirmed a $3.9B acquisition of AI software startup Modular and is in advanced talks to buy RISC-V chip designer Tenstorrent for up to $10B, betting that open hardware and a portable compiler can dislodge Nvidia from the data center.
Cerebras Grew 92% - Investors Saw the Margins and Sold
Cerebras beat Q1 revenue estimates with 92% growth but a dramatic margin guidance cut sent shares down 20%, erasing nearly all gains since its landmark semiconductor IPO.
OpenAI Ships Jalapeño - Its First Custom AI Chip
OpenAI and Broadcom unveiled Jalapeño, a custom ASIC on TSMC's 3nm node with eight HBM stacks, targeting 50% cheaper inference than current GPU-based alternatives.
Amazon Eyes Third-Party Trainium Sales to Rival Nvidia
Amazon CEO Andy Jassy hints the company will sell Trainium3 racks directly to outside data centers, citing a potential $50B revenue run rate and sold-out chip supply.
Apollo and Blackstone Make AI Compute an Asset Class
Broadcom, Apollo, and Blackstone launched the $35B AI XPV Platform on June 9, targeting 20GW of custom AI silicon through 2028 with Anthropic as the anchor customer.
Intel Crescent Island GPU Skips HBM for 480GB LPDDR5X
Intel's Crescent Island inference GPU trades HBM bandwidth for 480GB of LPDDR5X, targeting customers locked out of NVIDIA's supply chain.
Nvidia Enters the PC Market With RTX Spark Superchip
Nvidia's RTX Spark packs 20 Arm CPU cores and a Blackwell 2.0 GPU with 6,144 CUDA cores into a 45-80W Windows laptop chip, targeting Apple Silicon head-on.
ByteDance Plans $70B AI Capex, Tripling Last Year
ByteDance is weighing up to $70 billion in AI capital expenditure for 2026, nearly tripling its 2025 spend, while locking in offshore compute and a Qualcomm chip deal to sidestep US export controls as Doubao hits 345 million users.
XCENA Raises $135M Betting Memory Is AI's Real Bottleneck
XCENA raises $135M at a $570M valuation to build the MX1 - a CXL 3.2 chip with thousands of RISC-V cores that processes AI workloads where data lives, eliminating costly data transfers between GPU and RAM.
