OpenAI announced its custom Jalapeño AI inference chip outperforms Nvidia's GB300 in throughput per watt and response latency in internal tests. Designed specifically for inference tasks, the chip operates at about 700 watts and excels on larger workloads, including OpenAI's unreleased models. Built on TSMC's advanced N3P process with high-bandwidth memory, the Jalapeño chip offers top-tier performance and scalability, with plans to deploy it later this year and ramp production through 2027. OpenAI is also developing second- and third-generation chips to further improve efficiency and power.
Broadcom's stock has surged 2,511% over the past decade, turning a $10,000 investment into over $260,000. The company's AI chip revenue is rapidly growing, more than tripling year over year, with strong demand from major AI labs like Google and OpenA...
The S&P 500 remains resilient, just 3.5% below its all-time highs, showing a solid 10% gain year-to-date despite recent volatility driven by tech sector cash flow concerns. Q3 earnings per share growth is robust at 30%, and market breadth is improvin...
In the third quarter of 2026, Class A shares of the Alger Growth & Income Fund underperformed the S&P 500 Index. Key contributors to the fund's performance included Microsoft, Apple, and Meta Platforms, while KLA Corporation, Corning, and Broadcom we...
Broadcom Inc. demonstrates robust pricing power by passing increased memory costs to customers while expanding its gross and operating margins. Despite market worries about losing TPU training chip deals, Broadcom remains Google's preferred supplier ...
Recent declines in AI and semiconductor stocks, including Broadcom, reflect a market shakeout rather than the end of AI growth. Analysts see AI infrastructure spending peaking around 2028, supporting a multi-year profit outlook for hardware providers...
