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Infrastructure — AI news & analysis
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OpenAI unveils Jalapeño, its first custom AI chip — built with Broadcom for LLM inference, deploying by end of 2026
OpenAI and Broadcom announced Jalapeño on June 24, 2026 — OpenAI's first custom 'Intelligence Processor,' an accelerator designed from the ground up for LLM inference. Co-developed with Broadcom and Celestica, it went from design to tape-out in nine months (reportedly the fastest ASIC cycle ever), with OpenAI's own models used to speed development. OpenAI claims performance-per-watt 'substantially better' than current state of the art. Initial deployment is end of 2026 at gigawatt scale with Microsoft and other partners. OpenAI joins Google, Amazon, Microsoft, and Anthropic in building its own silicon — here's what it means for the AI tools you use.
Read story →Anthropic locks up SpaceX's Colossus 1, doubles Claude Code limits, and ships a 10-agent Wall Street pack
On May 6, 2026, Anthropic announced a SpaceX compute deal taking all of the Colossus 1 data center (300+ MW, 220,000+ NVIDIA GPUs), doubled Claude Code rate limits across Pro/Max/Team/Enterprise, removed peak-hour throttling for Pro and Max, and the same week shipped 10 finance agent templates with Microsoft 365 GA integration and named JPMorgan, Goldman Sachs, and Citi as live customers. The capacity story, the user story, and the enterprise story landed together — and they're connected.
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