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2026-08-28
First Benchmarks Revealed for Jalapeño, OpenAI’s Clean-Sheet General Purpose AI Accelerator ASIC
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eetimes.com 2026-08-28
OpenAI unveiled the initial benchmark results for its custom AI accelerator, Jalapeño, at a pre-Hot Chips media briefing. Designed specifically for large language models (LLMs), the chip was developed in collaboration with Broadcom and Celestica, using a clean-sheet architecture that prioritizes bot
AI chipOpenAIJalapeñoLarge Language ModelLLMChip designData movement optimizationHardware acceleration
2026-08-28
Micron Technology Doubles Capex as AI Memory Shortage Deepens - Yahoo Finance
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finance.yahoo.com 2026-08-28
2026-08-28
Nvidia’s $279 billion memory commitment reshapes the semiconductor competitive landscape - Investing.com
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www.investing.com 2026-08-28
2026-08-27
U.S. probes Apex Logistics for alleged Nvidia chip smuggling to China - qz.com
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qz.com 2026-08-27
2026-08-27
[NVIDIA Earnings] FY28 Revenue Also Set to Jump 70%! What’s the Next Focus of AI Capex Extended by Rubin? - Moomoo
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www.moomoo.com 2026-08-27
2026-08-27
Nvidia CEO Jensen Huang Not Taking OpenAI's 'Jalapeño' Chip Personally: 'Lots of Projects Get Started. Lots of Projects Get Canceled' - Yahoo Finance
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finance.yahoo.com 2026-08-27
2026-08-27
Global semiconductor revenue surges as AI reshapes the chip market - dqindia.com
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www.dqindia.com 2026-08-27
2026-08-27
US Probes Apex Logistics Over Alleged Nvidia AI Chip Smuggling - Yahoo Finance
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finance.yahoo.com 2026-08-27
2026-08-27
US Probes Apex Logistics Over Alleged Nvidia AI Chip Smuggling - Bloomberg
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www.bloomberg.com 2026-08-27
2026-08-27
Chart: Hyperscale capex dollar is buying less Nvidia than it did one year ago
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digitimes.com 2026-08-27
2026-08-27
New OpenAI chip promises faster, cheaper AI than Nvidia’s - Los Angeles Times
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www.latimes.com 2026-08-27
2026-08-27
OpenAI unveils Jalapeño, a custom chip it says beats Nvidia - Northeast Times
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northeasttimes.com 2026-08-27
2026-08-26
Micron Stock Forecast: 2027 HBM Contract Prices May Rise 140%, Memory to Account for 68% of CSP Capex, Stock Could Reach $1,000 - TradingKey
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www.tradingkey.com 2026-08-26
2026-08-26
OpenAI's Jalapeño, Nvidia networking among key takeaways at Hot Chips: BNP - Seeking Alpha
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seekingalpha.com 2026-08-26
2026-08-26
68% of AI Hyperscaler CapEx Could Go to Memory in 2027: Why Micron Matters - Benzinga
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www.benzinga.com 2026-08-26
2026-08-26
OpenAI’s Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground - CNBC
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www.cnbc.com 2026-08-26
2026-08-26
OpenAI Jalapeño chip beats Nvidia GB300 in benchmark tests - qz.com
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qz.com 2026-08-26
2026-08-26
Nvidia Earnings Preview: AI Capex, Blackwell Ramp And 216.40 Bullish Breakout Hold The Key - Seeking Alpha
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seekingalpha.com 2026-08-26
2026-08-26
China’s Domestic EUV Metrology Ecosystem Starts to Take Shape - Pandaily
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pandaily.com 2026-08-26
2026-08-26
Cheaper Oil and a Chip Bid Set the Table Before Nvidia Speaks - ChartMill
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www.chartmill.com 2026-08-26