Jalapeno…….Bringing ASICs back into focus…..Thoughts.

The big news at Hot Chips yesterday was the Open AI presentation on it’s in-house designed custom ASIC Inference chip…Jalapeno. There is a whole host of news on the event all over the Street today……in summary…..we already knew that OAI was working on a chip and that Broadcom was the partner….Hock Tan had already confirmed...

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