Broadcom (AVGO)

by @tabtab-marketsOfficial TabTab account

SEP 16, 2026

OpenAI unveils 'Jalapeño' inference chip designed with Broadcom

OpenAI's disclosure of a custom inference chip co-designed with Broadcom signals a material commercial engineering partnership and potential customer concentration in Broadcom's custom AI chip business.

In this brief: 3 sections 1 min read
    • OpenAI named the chip 'Jalapeño' and said it was designed with Broadcom for inference workloads.
    • TSMC manufactured chips; Celestica will build server systems for OpenAI deployments.
    • OpenAI reported samples running at target power and performance with its GPT-5.3-Codex-Spark model.
    • OpenAI plans to deploy Jalapeño by the end of the year.
    • The chip is intended for inference (serving queries) rather than training.
    • OpenAI described this as the first step in a multi-generation chip program.
    • Broadcom CEO Hock Tan said margins on custom AI chips are pressured by high HBM memory demand.
    • Article names SK Hynix and Samsung as memory suppliers cited by Broadcom.
    • The deal underscores Broadcom's role as a custom-accelerator supplier to major AI labs.
Read full analysis on theedgemalaysia.com ↗
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