OpenAI’s Jalapeño – update
More details from Hot Chips—OpenAI challenges Nvidia.
OpenAI builds its own AI silicon
Jalapeño expands OpenAI’s compute strategy.
Bitmain’s AI chips are real—and radioactive
The Sophon silicon works; the Sophgo entity list designation is the problem.
Qualcomm’s custom ASIC turn is not coming out of nowhere
Qualcomm has a strong quarter and points to custom silicon.
Because 138 are not enough
Anthropic is considering building its own AI chips.
The AI boom-bust scenario
All new developments go through it, AI will be no different.