OpenAI Jalapeño: First Custom AI Inference Chip
June 27, 2026
OpenAI unveiled Jalapeño, its first custom AI chip — an LLM inference ASIC co-designed with Broadcom in nine months to reduce its reliance on Nvidia GPUs.
#broadcom
Google's $40B Anthropic Bet: Cash, Compute, and Claude
April 26, 2026
Google commits up to $40B to Anthropic — $10B now at $350B valuation plus 5GW of TPU capacity over five years. Big Tech's latest AI infrastructure bet.
Google TPU 8t and TPU 8i: The Agentic-Era Chip Split
April 23, 2026
Google unveiled TPU 8t (Sunfish) and TPU 8i (Zebrafish) at Cloud Next 2026 — eighth-gen chips splitting AI training from inference at 2.7x price-perf.
Meta-Broadcom MTIA Deal: 1GW of 2nm Custom AI Silicon
April 21, 2026
Meta and Broadcom extended their MTIA chip partnership through 2029, starting with over 1 GW of custom silicon on the industry's first 2nm AI accelerator.