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Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030 - The Futurum Group

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futurumgroup.com 2026-06-29 The Futurum Group

This website or its third-party tools process personal data. You can opt out of the sale of your personal information by clicking on the “Do Not Sell or Share My Personal Information” link. Get organization-wide instant access to market sizing and decision-maker data in a self-serve subscription model with analyst support. Make smarter decisions with agile analyst insight and amplify your story

Qualcomm Artificial Intelligence AI Inference Data Center Automotive Chips Edge Computing 6G Semiconductor

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize - The Futurum Group

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futurumgroup.com 2026-06-29 The Futurum Group

This website or its third-party tools process personal data. You can opt out of the sale of your personal information by clicking on the “Do Not Sell or Share My Personal Information” link. Get organization-wide instant access to market sizing and decision-maker data in a self-serve subscription model with analyst support. Make smarter decisions with agile analyst insight and amplify your story

Qualcomm Data Center AI Accelerator Near-Memory Computing Oryon CPU Dragonfly Brand HBC Architecture LPDDR5x

OpenAI and Broadcom Unveil Jalapeño, a Custom AI Chip Claiming Half the Inference Cost - The Eastern Herald

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easternherald.com 2026-06-26 The Eastern Herald

OpenAI and Broadcom Unveil Jalapeño, a Custom AI Chip Claiming Half the Inference Cost OpenAI says its new custom chip cuts inference costs by 50%. The company has not published the benchmarks to prove it. BY TECHNOLOGY DESK JUNE 25, 2026 OpenAI CEO Sam Altman and Broadcom CEO Hock Tan at the Jalapeño chip announcement. [Image Source: CNBC] Share this SAN FRANCISCO – The most expensive part of r

AI chip Custom chip OpenAI Broadcom Inference cost Semiconductor TSMC NVIDIA

OpenAI’s Jalapeño Will Be Spicy, But the Real Sizzle Is Its Chip Design AI

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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.

AI chip custom chip inference computing data center semiconductor design chip architecture compute economy AI accelerator

SambaNova targets US$10B valuation as demand rises for cheaper AI inference

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digitimes.com 2026-06-25

AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.

AI chips Artificial Intelligence Funding round Semiconductor industry Inference computing Data center Cloud computing Technology development

OpenAI debuts Broadcom-designed, TSMC-built inference chip as model makers diversify silicon

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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.

ByteDance's reported AI chip orders mark breakthrough for Chinese GPU maker Iluvatar CoreX

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digitimes.com 2026-06-25

ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.

AI chip Semiconductor Chinese chip GPU Artificial Intelligence Chip procurement Domestic replacement ByteDance

Nvidia and AWS deepen push to simplify AI infrastructure at scale

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digitimes.com 2026-06-25

Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.

Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño - MSN

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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

AI chip Large Language Model Inference Acceleration Semiconductor Partnership Chip Design OpenAI Broadcom Data Center

Broadcom and OpenAI unveil custom-built Jalapeño inference processor

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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.

AI chip inference processor custom ASIC OpenAI Broadcom large language model AI hardware chip design

This Artificial Intelligence (AI) Chip Stock Is Dominating the Inference Era. It Could Be the Biggest Winner of This Megatrend (Hint: It's Not AMD or Broadcom) - The Motley Fool

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www.fool.com 2026-06-25 The Motley Fool

Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains. This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi

Artificial Intelligence Chip Stocks NVIDIA AMD Broadcom Inference GPU CPU

Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño - Seeking Alpha

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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 Copy Link Save Play (3min) Comments (2) Anna Moneymaker/Getty Images News Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi

AI chip Semiconductor Artificial Intelligence Broadcom OpenAI Large Language Model Inference Processor Data Center

OpenAI and Broadcom unveil LLM-optimized inference chip - OpenAI

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openai.com 2026-06-24 OpenAI

June 24, 2026 Company OpenAI and Broadcom unveil LLM-optimized inference chip Share 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

Large Language Models AI Chip Inference Accelerator Semiconductor Design OpenAI Broadcom AI Infrastructure Chip Manufacturing

Cerebras bets on speed as a product, racing to add data center capacity through 2027

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digitimes.com 2026-06-24

Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.

Boost Inference Performance up to 15x on NVIDIA Blackwell Using DFlash Speculative Decoding - NVIDIA Developer

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developer.nvidia.com 2026-06-23 NVIDIA Developer

As AI systems move from single-turn interactions to coordinated multiagent workflows, low-latency inference becomes increasingly important. Autoregressive LLMs generate tokens sequentially, which can limit GPU utilization and constrain throughput in latency-sensitive serving scenarios. Speculative decoding helps mitigate this bottleneck by using a lightweight model to draft future tokens, which t

AI Inference NVIDIA Blackwell Speculative Decoding DFlash LLM GPU Optimization Large Language Models Multi-agent Workflows

Groq CEO sees GPU and LPU as complementary as AI compute demand grows

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digitimes.com 2026-06-22

Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.

This Company Could Become the Nvidia of AI Inference - Yahoo Finance

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finance.yahoo.com 2026-06-21 Yahoo Finance

This Company Could Become the Nvidia of AI Inference Lee Samaha, The Motley Fool Sat, June 20, 2026 at 2:20 PM PDT 4 min read ON +8.16% NVDA -0.97% Explore stocks on Coinbase Trading disclosure It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come. That said, the nat

AI Inference Semiconductor Industry NVIDIA ON Semiconductor Data Center Power Semiconductor Artificial Intelligence Electric Vehicles

This Company Could Become the Nvidia of AI Inference - The Motley Fool

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www.fool.com 2026-06-21 The Motley Fool

It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come. That said, the nature of AI spending will shift, with inference spending set to surpass that for data center infrastructure in a few years. That's why a stock like power semiconductor company ON Semiconductor ( ON

AI Inference Semiconductor Industry NVIDIA Partner Power Semiconductors Data Centers AI Spending Trends ON Semiconductor Inference Computing

Kioxia keeps NAND capex in check as AI inference reshapes SSD demand

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digitimes.com 2026-06-19

Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.

Nvidia's AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector - Crypto Briefing

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cryptobriefing.com 2026-06-17 Crypto Briefing

Nvidia’s AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector The chipmaker expanded its lead from 66% as the AI inference market races toward $100 billion, wi

AI inference chips NVIDIA market share artificial intelligence GPU Blackwell architecture CUDA ecosystem computing economy

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