OpenAI's first custom inference ASIC, co-developed with Broadcom (9-month cycle, ~50% claimed cost/GPU). Track end-2026 deployment, real perf/cost vs. claims, and the next-gen parts in the multi-generation platform.
Thread retired — folded into In-House Silicon (decay review, Ben:
“fold it in and retire the old one”). 30 days dark; the capex-tree leaf
now owns the OpenAI/Broadcom Jalapeño story alongside the other
in-house-silicon programs. Future developments land there.
← Backstory
2026-06-24 — Announced
OpenAI’s first custom inference ASIC announced with Broadcom — led
the Rundown AI and AI Daily Brief; our digest carried no signal (the
coverage-critic gap that opened this thread).
