Jalapeño marks OpenAI’s move into custom chips, while Broadcom strengthens its role as AI’s infrastructure provider.

OpenAI unveils Jalapeño, its first AI chip with Broadcom, as the ChatGPT maker pushes deeper into full-stack AI ...

Eight months after announcing a custom chip deal, OpenAI and Broadcom are revealing their first joint project: Jalapeño.

Jalapeño — built with Broadcom in 9 months. Here's what it means for inference costs, NVIDIA, and the future of AI in 2026.

Nvidia recently unveiled a wave of AI infrastructure moves, including the Vera Rubin scientific computing platform, the ...

Last September, we spoke about what a possible OpenAI chip would mean for the industry. Now, that possibility has ...

Bottlenecks reshape AI growth: Constraints have expanded from GPUs to CPUs, high-bandwidth memory, optical components, and electricity, creating multiple pressure points in AI infrastructure. Chip ...

SMH has outpaced NVDA by more than 5x in 2026, delivering 80% returns versus 11% by spreading AI exposure across 25 chip names. TSM and MU are two of SMH's largest holdings, capturing AI-driven ...