Jalapeño

Trends

• AI labs move inference onto custom silicon

Items

1. Aug 25

   OpenAI's Jalapeño chip posts first results

   OpenAI's first custom inference chip delivered 1.5-1.9x more work per watt and 1.7-3.6x lower latency than GB200/GB300 systems on SemiAnalysis's InferenceX benchmark; designed with AI assistance to reach tapeout in nine months, it deploys inside OpenAI by year-end.

2. 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.