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  1. IndustryReach 42

    OpenAI and Broadcom drop Jalapeño, custom silicon for LLM inference

    OpenAI and Broadcom just revealed Jalapeño, OpenAI's first custom chip purpose-built for LLM inference. Developed in just nine months with help from OpenAI's own models, the chip reportedly delivers substantially better performance per watt than current accelerators and is already running GPT-5.3-Codex-Spark workloads in labs. Why it matters: OpenAI is pushing its full-stack strategy down to silicon, with plans to deploy at gigawatt scale by late 2026.

  2. Open sourceReach 44

    OpenAI and chip giants drop MRC to keep massive AI clusters running

    OpenAI just teamed up with NVIDIA, AMD, Broadcom, Intel, and Microsoft to release MRC, a new networking protocol for AI supercomputers. Published through the Open Compute Project, it sprays packets across hundreds of paths and routes around failures in microseconds. It is already powering massive GB200 clusters to train frontier models without disruption.

  3. IndustryReach 43

    Meta teams up with Broadcom to build multi-gigawatt MTIA chips

    Meta just expanded its partnership with Broadcom to co-develop multiple generations of its custom MTIA AI chips. Built on Broadcom's XPU platform and high-bandwidth Ethernet networking, the rollout kicks off with over 1 gigawatt of capacity before expanding to multi-gigawatt scale. Broadcom CEO Hock Tan will also step down from Meta's board to serve as a custom silicon advisor.

  4. IndustryReach 49

    Anthropic locks in multi-gigawatt TPU deal as revenue triples

    Anthropic just signed a major compute agreement with Google and Broadcom to secure multiple gigawatts of next-generation TPU capacity starting in 2027. The expansion comes alongside explosive customer growth: run-rate revenue has surged past $30 billion—up from roughly $9 billion at the end of 2025—while seven-figure enterprise clients doubled to over 1,000 in under two months. The vast majority of the new compute will be based in the U.S. to power frontier Claude models.

  5. IndustryReach 50

    OpenAI and Broadcom team up to deploy 10GW of custom AI chips

    OpenAI just inked a massive multi-year deal with Broadcom to deploy 10 gigawatts of OpenAI-designed AI accelerators and Ethernet networking systems. The goal is to bake frontier model lessons straight into silicon, with rack deployments kicking off in late 2026 and wrapping up by 2029.

  6. IndustryReach 53

    OpenAI could drop its first custom AI chip next year

    OpenAI is reportedly teaming up with Broadcom to mass-produce its own custom AI chips next year for internal workloads. Broadcom just disclosed a mystery $10 billion chip order that analysts widely pin on OpenAI. Much like Google and Amazon, the ChatGPT maker is moving in-house to slash skyrocketing infrastructure costs and loosen Nvidia's grip.

  7. IndustryReach 71

    OpenAI taps Broadcom and TSMC for its first in-house chip

    OpenAI is developing its first custom AI inference chip with Broadcom and TSMC, expected for production in 2026, while shelving costly plans to build its own foundries. To rein in soaring infrastructure costs, the company is also adding AMD chips alongside Nvidia GPUs to diversify its hardware stack.

  8. IndustryReach 34

    Cisco takes on Broadcom with new AI supercomputing chips

    Cisco just unveiled its G200 and G202 networking chips, built specifically to connect AI supercomputers and challenge rivals Broadcom and Marvell. The new silicon doubles previous performance, connects up to 32,000 GPUs, and cuts power consumption by up to 40%. Five of the top six cloud hyperscalers are already testing them, signaling heated competition in the AI hardware backbone.