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OpenAI and Broadcom have developed a custom artificial intelligence chip called Jalapeno. OpenAI is now testing the samples. The companies say this chip can cut costs by 50%. Ed Ludlow reports

Bloomberg TV

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18,790 次观看 • 4 个月前 •via X (Twitter)

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Pranav 的头像

Pranav4 个月前

50% cheaper inference compounds. inference is the cost you pay every day a model is serving users, not a one-time training bill. halve it and every product margin at openai just moved.

Inflectiv AI ⧉ 的头像

Inflectiv AI ⧉4 个月前

🔥🔥

Dr. Paul De Santis, PharmD 的头像

Dr. Paul De Santis, PharmD4 个月前

Worst branding Award 🥇

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Google just admitted it can't build data centers fast enough, so it's planning on baking its AI model directly into the chip instead (Save this). Google's new Frozen v2 chip permanently embeds parts of Gemini's architecture into the silicon itself, cutting down on the calculations and data movement needed to answer a query. Engineers estimate it could process 6 to 10 times more tokens per unit of power than Google's current TPUs. The real story is why Google is building this in the first place because Frozen v2 is meant to ease a severe internal compute crunch that's caused friction between teams at Google. It reportedly pushed Google Cloud to turn away outside business because it simply doesn't have enough spare capacity to go around. If Google, one of the largest chipmakers in the world, is short enough on compute to turn away paying Cloud customers, that's confirmation this shortage isn't a scaling problem unique to smaller players, it's systemic across the entire industry. This ties into a much bigger power struggle happening right now. More AI companies are trying to cut their reliance on Nvidia by building their own chips. OpenAI rolled out a custom chip called Jalapeno alongside Broadcom last month and Anthropic is now partnering with Samsung on something similar. The reasoning is pretty simple, Nvidia effectively acts as landlord for every hyperscaler out there, and the rent isn't cheap. Nvidia hardware can account for anywhere from 20% to 60% of total AI infrastructure spend, and once a company is tied into its ecosystem, every hardware refresh forces another costly one. That's exactly why Google built TPUs and Amazon built Trainium, both trying to protect their own margins for shareholders. Bullish on Marvell + Broadcom who makes these custom chips and follow me Melvin for more infrastructure plays and check out the link below for more!

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It’s time for me to finally go here. And this is an extremely objective take: Everyone knows that if Kobe had prime Wade and Bosh, Love/Kyrie, or AD or LUKA it’s over for the league. 2011 is a free and easy chip. 2012 is a chip. 2013 is a chip. 2014 is a chip maybe. Then Kobe gets Kyrie and Love. 2015 is a chip. 2016 is a chip. 2017 is a chip maybe. 2018 kyrie leaves, no chip. 2019 lets just say no chip. 2020 with AD is a chip. 2020 - 2025 any playoff run with healthy AD is a chip. 2026 Luka W/Old Pre-Achilles Kobe is a chip. This equals 8-10 rings. Easily. Kobe won back to back with Pau Gasol and Lamar Odom

It’s time for me to finally go here. And this is an extremely objective take: Everyone knows that if Kobe had prime Wade and Bosh, Love/Kyrie, or AD or LUKA it’s over for the league. 2011 is a free and easy chip. 2012 is a chip. 2013 is a chip. 2014 is a chip maybe. Then Kobe gets Kyrie and Love. 2015 is a chip. 2016 is a chip. 2017 is a chip maybe. 2018 kyrie leaves, no chip. 2019 lets just say no chip. 2020 with AD is a chip. 2020 - 2025 any playoff run with healthy AD is a chip. 2026 Luka W/Old Pre-Achilles Kobe is a chip. This equals 8-10 rings. Easily. Kobe won back to back with Pau Gasol and Lamar Odom

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Martin Shkreli says McDonald’s could rationally spend $10 billion on GPUs to choose its next sandwich, because there is no limit to demand for intelligence, and predicts OpenAI and Anthropic will start their own businesses until each one contains an entire S&P 500 "Yeah, there's no limit towards intelligence." "One example I used to give, and my buddy started, left OpenAI and started a company called Core Automation, which we're really excited about. I think I mentioned the other night, he invented the reasoning model at OpenAI, and he's got a somewhat under the radar startup." "I think that you're going to have AI starting businesses. And that's, I think, part of his plan is to have within OpenAI, OpenAI Pharma, OpenAI Motors, OpenAI Aviation, OpenAI, et cetera. And he will have his versions of those. And you're going to have a whole S&P 500 within OpenAI or Anthropic or wherever." "So I think that the opportunities are boundless. And one last thing is that McDonald's can afford to spend $10 billion and say, OpenAI, give me 10 million GPUs. I want to know what the best next sandwich we should launch is. And that's an NPV positive." "If the intelligence is worth it, if it's not asymptotic, at some point, more tokens doesn't get you a better answer. But when that day comes where you say, instead of hiring McKinsey or a focus group, I need 10 million GPU minds to think about what should McDonald's do right now."

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