semiconductors

OpenAI shared the first benchmark results for Jalapeño, its custom inference chip built with Broadcom, at the Hot Chips conference. The company claims the chip beats current Nvidia Blackwell systems on both speed and power efficiency, with limited deployment starting at the end of 2026.

Deepseek v4 is launching in the coming weeks running exclusively on Huawei chips, marking a major milestone in China's effort to reduce dependency on foreign semiconductors. Chinese tech giants including Alibaba, Bytedance, and Tencent have ordered hundreds of thousands of Huawei Ascend 950PR units to deploy the model through their cloud services.