Semiconductor News & Analysis Feed
81 articles
2026-06-26
www.datacenterdynamics.com
2026-06-26
Data Center Dynamics
OpenAI is hiring for a deal lead to form "high-value" partnerships with semiconductor companies.
The new hire is expected to pitch the use of OpenAI's AI models in chip development and company operations. The position and effort has not been previously reported.
The AI Hardware Supplement
Inside the AI server
18 Jun 2026
The role is part of OpenAI's 'Special Situations' team, "the company’s c
2026-06-25
eetimes.com
2026-06-25
The custom inference accelerator follows the hyperscaler playbook, but the AI-automated chip design process could prove the more consequential announcement.
2026-06-25
news.google.com
2026-06-25
EE Times
2026-06-25
yourstory.com
2026-06-25
YourStory.com
Explainers
OpenAI turns up the heat in chip market with Jalapeño
The Jalapeño chip highlights that frontier AI requires vast power and bespoke hardware from specialised factories, while also marking OpenAI’s strategic transition into a leading full-stack semiconductor and infrastructure player.
Ishan Patra
915 Stories
Thursday June 25, 2026 , 7 min Read
ChatGPT maker OpenAI has stepped beyond th
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. Today’s word of the day is “adversarial distillation,” which Anthropic accuses Alibaba of doing to its AI models in a new letter to U.S. lawmakers.
Alibaba allegedly accessed Anthropic’s Claude for three months to illicitly extract its capabilities in a presumed bid to train Alibaba’s rival AI chabot, Qwen, at a fraction of the cost.
We’re not talking about a handful of times here:
2026-06-25
digitimes.com
2026-06-25
OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.
2026-06-25
www.msn.com
2026-06-25
MSN
Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifically to run inference for large language models.
Broadcom shares inched up 0.5% during early market trading on Wednesday.
OpenAI designed the chip, while partners Broadcom (AVGO) and Celestica (CLS) helped industrialize the platform through chip implementation, board, rack
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-25
www.nytimes.com
2026-06-25
The New York Times
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2026-06-24
www.servethehome.com
2026-06-24
ServeTheHome
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2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 7:05 AM PDT 2 min read
AVGO
-0.02%
NVDA
-1.10%
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Trading disclosure
OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño
Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor
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Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
www.axios.com
2026-06-24
Axios
www.axios.com
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2026-06-24
openai.com
2026-06-24
OpenAI
June 24, 2026
Company
OpenAI and Broadcom unveil LLM-optimized inference chip
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Table of contents
Designed to be the best inference platform for LLMs
Nine-month tape-out, accelerated by OpenAI models
Building a multi-generation platform with partners
Making advanced AI more broadly available
Early testing shows that the first-generation accelerator will deliver performance per watt substant
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
NVDA
-3.32%
9984.T
-10.09%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-21
news.google.com
2026-06-21
The Motley Fool
2026-06-16
news.google.com
2026-06-16
TradingView
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Reuters
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OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
RefinitivLess than 1 min read
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