Broadcom recently unveiled a new inference-focused chip designed to meet OpenAI's needs, and the early results are promising.
Jalapeño marks OpenAI’s move into custom chips, while Broadcom strengthens its role as AI’s infrastructure provider.
Opinion
9don MSNOpinion
OpenAI is building its own AI chip with Broadcom. Should Nvidia investors be worried?
A custom chip from the maker of ChatGPT takes aim at the AI chip leader's pricing power -- but maybe not its crown.
Named Jalapeño, the new processor was designed specifically for the unique needs of OpenAI's inference systems.
3don MSNOpinion
Why Broadcom Stock Slumped Today
Investors received a sharp reminder that there are other players in the high-stakes AI chip game.
Eight months after announcing a custom chip deal, OpenAI and Broadcom are revealing their first joint project: Jalapeño.
It's a spicy start for the AI company's collaboration with the chip maker.
The market has gotten a bit irrational with Broadcom's stock.
Broadcom reported weaker-than-expected revenue in its fiscal second-quarter earnings report on Wednesday. Leading up to the report, revenue has surged in recent quarters, driven by demand for custom ...
Chipmaker Broadcom missed Wall Street expectations for second-quarter revenue on Wednesday and its top executive left a previous 2027 sales forecast unchanged, sending its shares down more than 13% ...
Broadcom’s AI chip guidance pressured Samsung and SK Hynix as investors questioned AI hardware expectations, HBM capacity, and APAC supply-chain execution.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Broadcom (NASDAQ:AVGO) both reported AI-heavy quarters within a week of each other. Marvell posted Q1 FY2027 results on May 27, 2026, ...
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