Celestica

Trends

• AI labs move inference onto custom silicon

Items

1. Jun 24

   OpenAI and Broadcom unveil the Jalapeño chip

   OpenAI's first Intelligence Processor, a blank-slate LLM-inference accelerator co-developed with Broadcom and Celestica, was taped out in nine months with help from OpenAI's own models and targets gigawatt-scale deployment with Microsoft and other partners by end-2026.