Enterprise Tech
Micron Earnings Turned Memory Chips Into Legal Tender for the AI Panic
Micron earnings exploded on AI memory demand, with $41.46B revenue, huge margins, and a $50B Q4 guide. The chip cycle has entered gobsmacked finance mode.
OpenAI
OpenAI and Broadcom Built Jalapeño to Make Inference Spicy and NVIDIA Nervous
OpenAI and Broadcom unveiled Jalapeño, a custom LLM inference chip aimed at lower-cost AI. The timing makes the NVIDIA moat story extra awkward.
Deep Dive
Deep Dive: NVIDIA’s AI Chip Empire Has Real Rivals Now. AMD, Broadcom, and Google Brought Picks and Shovels.
Can anyone challenge NVIDIA in AI chips? AMD, Broadcom, hyperscaler ASICs, and Huawei all have angles. None has the whole stack yet.