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's stock has dropped 22% in the past month, lagging behind other chipmakers despite reporting 221% year-over-year growth in AI semiconductor revenue. The decline is partly due to political risks following Democrats gaining control of Congress...
The Strive US Semiconductor ETF (SHOC) is still rated a Buy despite concerns over a possible US data center construction moratorium. Its portfolio, heavily weighted with Nvidia, Micron, and Broadcom, could see an 84% gain if global data center expans...
Broadcom Inc. is rated a strong long-term buy with a fair value estimate of $430 per share, compared to its current price near $300. The company benefits from Anthropic's IPO filing, which reveals $161 billion in lease commitments to Broadcom, includ...
Taiwan Semiconductor Manufacturing Company (TSMC), the main manufacturer behind AI chips for companies like Nvidia and Broadcom, is currently trading at a lower valuation compared to its customers despite strong revenue growth and high demand. TSMC r...
Bond yields for AI data center builders like CoreWeave have surged above 16%, reflecting investor concerns over rising financing costs amid political challenges and tighter credit conditions. Credit default swap costs have increased for major AI-link...
