OpenAI
OpenAI Jalapeño: Silicon Savior or VC Theater?
OpenAI partners with Broadcom on Jalapeño, its first custom inference chip. We analyze if it can fix ChatGPT's ruinous unit economics.
Meituan's LongCat-2.0, trained on 50,000 Chinese ASICs, exposes the vulnerability of Silicon Valley's hardware-centric valuations.
OpenAI
OpenAI partners with Broadcom on Jalapeño, its first custom inference chip. We analyze if it can fix ChatGPT's ruinous unit economics.