Tag: chips
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OpenAI and Broadcom’s Jalapeño Chip is the Inference Bet of the Year
OpenAI and Broadcom just revealed Jalapeño, and it is the clearest signal yet that the AI industry is shifting from training wars to inference wars. Jalapeño is a custom processor built specifically for LLM inference. Not training. Not edge devices. Inference at production scale. The entire job of this chip is to take a prompt…
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NVIDIA Just Slashed AI Inference Costs in Half
NVIDIA announced Rubin, the next generation of their AI chips, and the headlines are about the benchmarks. But the real story is cost. Rubin delivers up to 10 times lower cost per token than Blackwell, their current flagship. That’s not a 20 percent improvement. That’s not a 2x improvement. That’s an order of magnitude shift…
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OpenAI and Broadcom’s Custom Chip Just Cut Costs in Half
OpenAI and Broadcom just showed you what the next competitive frontier looks like. They announced Jalapeno, a custom inference chip designed specifically to run large language models, and it cuts the cost per token by roughly 50 percent compared to Nvidia GPUs. Custom silicon is not new. What is new is that OpenAI is moving…
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OpenAI’s Jalapeño Chip Just Changed the Game
OpenAI and Broadcom just announced Jalapeño, OpenAI’s first custom AI chip built specifically for inference. This is a moment. Here’s why it matters: the demand for running AI models is exploding faster than anyone can keep up with. OpenAI needed silicon that actually fits what its models do, not generic GPU hardware built for graphics.…
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Qualcomm Is Hunting Tenstorrent for Ten Billion
Qualcomm is talking acquisition. The target: Tenstorrent, Jim Keller’s AI chip company. The price: eight to ten billion dollars. The timing: right now. Jim Keller is the kind of engineer Qualcomm doesn’t have. He led chip design at Apple. He ran the autonomous-driving chip effort at Tesla. Now he’s running Tenstorrent, and the company’s built…
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Amazon’s Chip Business Is Now a Hundred-Billion-Dollar Player
Amazon doesn’t talk much about chips. But on the Q1 2026 earnings call, CEO Andy Jassy dropped a number that changed the conversation: $20 billion annual run rate. That’s Graviton CPUs, Trainium AI accelerators, and Nitro security chips combined. And they’re growing over 100 percent year-over-year. If you treated it as a standalone business, Jassy…
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Qualcomm’s $10B Scramble for AI Hardware
Qualcomm is in talks to buy Tenstorrent for $8 to $10 billion. Tenstorrent is a small AI chip startup founded by Jim Keller, the legendary chip architect. They build efficient processors for AI workloads, competing with Nvidia on different turf—specialized, lean, RISC-V based. Here’s what the deal signals: the semiconductor industry is waking up to…