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AI Chips

OpenAI’s Jalapeño Chip Tops Public Benchmarks Against Nvidia Systems

OpenAI plans limited deployment of the HBM4-based Jalapeño in its data centers by the end of 2026.

Nvidia Launches $500 Billion Compute‑Financing Push While Cutting Ohio Data‑Center Guarantee

SK Hynix Raises $26.5 Billion and Becomes the Dominant Supplier of AI Memory

OpenAI and Broadcom Unveil Jalapeño, a Custom AI Inference Chip

Cerebras Positions Itself as an AI Hardware Ecosystem Excluding Nvidia

Cerebras Doubles in Nasdaq Debut After $5.55 Billion AI Chip IPO

Intel Soars on AI CPU Demand as Nvidia Reclaims $5 Trillion

Amazon Weighs Selling Its AI Chips as In‑House Silicon Surges

Chinese AI Chipmakers Take 41% of Market in 2025

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

Meta Seals Multiyear Nvidia Pact for Millions of AI Chips and Standalone Grace CPUs

Microsoft Rolls Out Maia 200, In‑House AI Accelerator Now Running in Azure Iowa

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Amazon Unveils Trainium3 as AWS Touts Multi-Billion Trainium Business

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

Nvidia Becomes First Public Company Valued at $5 Trillion

Polen Capital Rebalances Focus Growth Fund Toward AI Leaders After Q3 Lag