OpenAI and Broadcom have unveiled Jalapeño, a new AI accelerator chip specifically designed for large language model (LLM) inference. Developed in just nine months, Jalapeño promises better performance per watt than current leading AI chips, aiming to make AI faster, more reliable, and more accessible. The chip is built to support current and future LLMs, including GPT-5.3-Codex-Spark, and will be deployed at gigawatt scale in data centers with partners like Microsoft. This launch marks a key step in OpenAI's strategy to build a full-stack AI platform from models to hardware, with Broadcom providing silicon and networking expertise for large-scale production.
Broadcom reported a 221% year-over-year increase in AI semiconductor revenue for Q3 FY2026, driven by custom XPUs and networking silicon critical for AI infrastructure. The company projects AI revenue to double to $115 billion in fiscal 2027 and pote...
Texas Instruments and Broadcom both raise dividends annually but differ in yield and growth. Texas Instruments offers a higher current dividend yield of 2.07% with a long history of steady increases, funded by cyclical analog chip sales and heavy cap...
The Vanguard Information Technology ETF (VGT) excludes major tech-adjacent companies like Alphabet (Google), Meta, and Amazon due to a 2018 sector reclassification that moved these firms out of the Information Technology sector. Instead, VGT focuses ...
An analyst forecasts strong price gains for Marvell, AMD, and Broadcom by 2027 driven by robust AI infrastructure demand. Marvell could reach $325, AMD $800, and Broadcom $600, all exceeding current Wall Street targets. These projections rely on cont...
Nvidia reported a 105.85% year-over-year revenue increase to $96.22 billion in Q2 fiscal 2027, driven by a 117% surge in its Data Center segment. The company maintains strong profitability with a net margin of 55.6% and generated $21.34 billion in fr...
