
OpenAI’s First Custom Inference Chip Marks a New Phase in the AI Hardware Race
OpenAI’s custom inference chip, Jalapeño, could cut costs and reduce Nvidia reliance as AI competition moves deeper into hardware.
Innovations in NVIDIA’s AI hardware and software for various applications.

OpenAI’s custom inference chip, Jalapeño, could cut costs and reduce Nvidia reliance as AI competition moves deeper into hardware.

China and US AI experts are warning that frontier AI safety risks may require cooperation, even as geopolitical tensions rise.

The memory chip shortage is boosting Micron as AI demand drives record revenue, profit and a stronger outlook for the U.S. chipmaker.

Cerebras stock fell nearly 20% after earnings as investors focused on lower margin guidance, despite strong revenue growth and narrower losses.

New hiring data suggests engineering jobs are holding up better than expected as AI reshapes tech work and hiring priorities.

Europe is resisting the U.S. chip war as a proposed bill threatens ASML’s China sales and widens semiconductor export controls.

Reflection AI lands a massive compute deal with SpaceX, securing Nvidia GB300 access for its open-weight AI push.

Nvidia’s new cooling system can cut on-site use, but the AI water problem also includes power plants and chip manufacturing.

Groq funding hits $650M as the AI chipmaker pivots to cloud growth after Nvidia’s talent raid and IP deal.

Nvidia says its liquid-cooled data centers can cut water use to near zero, but power demand, cost and construction impacts remain concerns.