OpenAI's Chip Is Also a Test of Its Own AI

OpenAI announced Jalapeño, a Broadcom-built inference chip, and claimed their own AI helped design it. Whether that is real or IPO marketing is the interesting question, and OpenAI is the one company that should know the answer.

Will Apple Pull a SpaceX?

The companies building giant AI compute for themselves have started renting it out: SpaceX leased all of Colossus to Anthropic, and Meta says a cloud business is on the table. Apple is about to have the most efficient, most private inference fleet on earth. Can it keep that to itself?