Tag
Broadcom
Broadcom sits at the center of AI infrastructure, especially custom silicon and TPU programs that power large-scale model training and inference. Its role now extends beyond chips to supply-chain planning, data-center capacity, and the economics of compute.
5 articles
OpenAI’s Jalapeño chip points to faster LLM inference
1 chip, 1 partnership, and 1 new compute platform aimed at making LLM inference faster, more reliable, and more available.
Jalapeño turns OpenAI into a chip designer
OpenAI and Broadcom’s Jalapeño shows how to turn a model company into a custom silicon builder.
OpenAI’s custom chip is the right move against Nvidia
OpenAI’s Broadcom chip is a necessary move that should reduce Nvidia dependence and improve AI economics.
Anthropic’s $35 billion buildout proves AI now runs on finance and ch…
Anthropic’s new $35 billion capacity plan shows AI scaling is now a capital markets and infrastructure game.
Anthropic Deepens Google and Broadcom Compute Deal
Anthropic signed a multi-gigawatt TPU deal with Google and Broadcom, as Claude revenue tops $30B run-rate and enterprise spend doubles.