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.
STATUS · RETIREDOPENED · 2026-06-27LAST SEEN · 2026-07-27
OpenAIBroadcom
2026-07-27 — Retired
Thread retired — folded into In-House Silicon . 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.
