chips
OpenAI says AI accelerated Jalapeño chip work, but has not quantified the share News
OpenAI says its models accelerated design, verification and post-silicon optimization for the Jalapeño inference chip, which reached tape-out in nine months with Broadcom support, but it has not disclosed how much of the work AI performed.
OpenAI publishes first Jalapeno results, claiming up to 1.9x more work per watt than the systems it tested against News
OpenAI released measured results for Jalapeno, its Broadcom-co-designed inference chip, reporting 1.5-1.9x more AI work per watt, 1.7-3.6x lower latency, and 2.1-4.1x higher performance on interactive workloads, with kernels its own model wrote.
Etched raised 700 million dollars and shipped its first rack to Jane Street News
Etched announced on August 18 that it shipped its first inference rack to Jane Street and raised 700 million dollars at a 21 billion dollar valuation, betting that frontier inference belongs on hardware co-designed for it rather than on general-purpose accelerators.
Big Tech is set to spend up to three-quarters of a trillion dollars on AI in 2026 News
Projected AI infrastructure spending for 2026 runs into the hundreds of billions, financed increasingly with debt, as OpenAI also moves into custom chips to cut inference costs.
OpenAI designs its own chip to run its models News
With Broadcom, OpenAI unveiled a custom chip built for one job: serving its AI models cheaply.