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“OpenAI designed the chip from scratch around its deep understanding of LLM fundamentals...with partners Broadcom and Celestica”
@jukan05
Broadcom is named hardware partner for OpenAI's Jalapeño chip, anchoring a multi-generation custom AI accelerator revenue stream.
AVGOLONG@ $391.62
$381.26-2.65%
since call Jun 24
peak +1.4%
“Is it just me, or does this feel bearish for Cerebras?”
@jukan05
OpenAI's custom Jalapeño chip, built with Broadcom, replaces Cerebras whose backlog is ~90% OpenAI commitments.
CBRSSHORT@ $208.39
$199.92+4.07%
since call Jun 24
peak +17.5%
TIMESTAMPS
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