broadcom

OpenAI and Broadcom unveiled Jalapeño, a custom LLM-optimized inference chip that promises substantially better performance per watt than current state-of-the-art, designed from the ground up for current and future AI models.

JPMorgan releases ASIC industry report, predicts AI custom chips entering golden cycle, Broadcom and Marvell are biggest beneficiaries, and expects AI ASIC shipments to surpass GPU for the first time by 2027.

Tesco sues Broadcom (owner of VMware) and reseller Computacenter for breach of contract over VMware licensing changes, seeking £100 million in damages and warning the dispute could disrupt grocery supply.

Tesco is migrating 40,000 server workloads away from VMware, citing Broadcom's abusive conduct and excessive price hikes, as a legal dispute over pricing continues.

A personal blog post details switching from a hot-running Marvell-based 10GBASE-T SFP+ module to a cooler Broadcom-based 10Gtek module to fix overheating and network flapping in a home 10Gb/s Ethernet setup.

OpenAI and Broadcom announced a multi-year strategic collaboration to co-develop and deploy 10 gigawatts of custom AI accelerators and networking systems, with deployment beginning in mid-2026 and completion by end of 2029. This partnership enables OpenAI to design accelerators that embed learnings from frontier model development directly into hardware.