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Jalapeño Benchmarks, TSMC's 30% Surge & China's Black Market Doubles
Audio is available on Spreaker — see link below.
OpenAI's custom inference chip Jalapeño hits the AI hardware landscape as TSMC confirms 30% revenue growth and Nvidia GPU black-market prices double in China. Everything investors and engineers need to know about today's semiconductor and AI accelerator developments.
Audio is available on Spreaker — see link below.
OpenAI just announced its first custom AI chip, and the implications reach well beyond one company's hardware roadmap. The chip is called Jalapeño.
Here's what matters about this move. OpenAI isn't building silicon because chip design is fun.
While OpenAI made the headline, TSMC provided the quantitative proof that AI hardware demand isn't slowing down. TSMC reported May twenty twenty-six revenue of four hundred and sixteen point nine eight billion New Taiwan dollars, up thirty point one percent year over year.
On the export control front, the numbers have become concrete and striking. The Nvidia DGX B300 is now trading on Chinese black markets at around eight million yuan, roughly one point one million US dollars.
Two things are worth watching closely from here. The first is Jalapeño's benchmark release.
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