OpenAI and Broadcom this morning unveiled their first custom AI accelerator chip named "Jalapeño," positioning it is as a purpose-built processor for large language model (LLM) inference, rather than the more general GPUs offered by the likes of Nvidia or AMD. According to its creators, Jalapeño is designed to support workloads behind ChatGPT, Codex, the API and future agentic products, though notably, Broadcom's news release positions it as a product that could be available to external AI firms as well — "built from the ground up for current and future LLMs across the industry." [Emphasis mine.]Jalapeño's engineering timeline set a blistering pace for the semiconductor industry, moving from early schematics to fabrication readiness within a brief nine-mo [...]
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]
Perplexity AI, the fast-growing search startup now valued at $20 billion, unveiled what it calls the first hybrid local-server inference orchestrator at Computex 2026 on Monday night, demonstrating so [...]
OpenAI on Thursday launched GPT-5.3-Codex-Spark, a stripped-down coding model engineered for near-instantaneous response times, marking the company's first significant inference partnership outsi [...]
Enterprises expanding AI deployments are hitting an invisible performance wall. The culprit? Static speculators that can't keep up with shifting workloads.Speculators are smaller AI models that w [...]
Google Cloud is introducing what it calls its most powerful artificial intelligence infrastructure to date, unveiling a seventh-generation Tensor Processing Unit and expanded Arm-based computing optio [...]