OpenAI builds its own AI silicon
Jalapeño expands OpenAI’s compute strategy.
FuriosaAI scales inference beyond chips
Broadcom partnership targets hyperscale AI inference clusters.
UCLA hub targets AI silicon
Industry partners fund research and doctoral internships.
OpenAI’s $180B chip bet hits a wall
Broadcom wants Microsoft to commit before money moves
Qualcomm’s custom ASIC turn is not coming out of nowhere
Qualcomm has a strong quarter and points to custom silicon.
Google TPU roadmap & custom silicon scaling
Standing up to its main supplier.
Meta’s AI chips epitomize hybrid hyperscalers
MTIA targets inference at scale agnostically.
Broadcom’s $100B custom silicon bet
Company experiencing robust custom chip demand.
Ironwood chetyorka: Google, Broadcom, MediaTek, and TSMC
It takes a village to build an AIP farm.
Why, with 137 competitors already in the field, would OpenAI go custom?
Latest AIP partnerships announced
With 120 to choose from, OpenAI wants a different one
OpenAI commissions Broadcom to build YAAIP (yet another AI Processor).