
OpenAI's Jalapeño inference chip beats Nvidia Blackwell on SemiAnalysis benchmark
The Broadcom-partnered chip ships in small volumes at the end of 2026, with broader deployment in 2027.
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The Broadcom-partnered chip ships in small volumes at the end of 2026, with broader deployment in 2027.

Google gains the right to buy 58.9M Marvell shares at $206.58 apiece through fiscal 2033, expanding its custom silicon push beyond Broadcom.

The social giant is spending up to $145B this year on AI compute and wants its own silicon to blunt GPU costs.

The Chinese LLM developer has spent about a year on a silicon project targeting data center inference, per Reuters.

OpenAI's Jalapeño inference chip, built with Broadcom, marks the latest move by frontier AI buyers to hedge against Nvidia dependence.

The processor targets inference workloads and was co-developed using OpenAI's own models, with early tests showing better performance-per-watt.

Anthropic's run-rate revenue more than tripled from $9B at the end of 2025 to over $30B, driving its largest compute commitment yet.
The third-gen accelerator skips Nvidia entirely for Llama-scale inference serving.
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