Zephyr — sniff.trade

3 trades tracked · Zephyr · 1mo agoview on X

@zephyr_z9

OpenAI's custom inference chip reduces GPU demand from the largest AI buyer, pressuring Nvidia's inference pricing power.

NVDNVDASHORT@ $195.70

$199.78-2.08%

since call Jun 24

peak +5.1%

in postCLSCLSLONGFIRST CALL

@zephyr_z9

Celestica is the exclusive system integrator for OpenAI's Jalapeño racks, securing a multi-year hardware build-out contract.

CLSCLSLONG@ $374.62

$336.72-10.12%

since call Jun 24

@zephyr_z9

Jalapeño is a confirmed multi-year design win for Broadcom, deepening its custom ASIC franchise with OpenAI.

AVGAVGOLONG@ $378.16

$381.25+0.82%

since call Jun 24

peak +3.6%

TIMESTAMPS

in post