OpenAI and Broadcom debut Jalapeño, OpenAI's first custom AI accelerator chip, purpose-built for inference workloads and developed using OpenAI's own models.

Asian semiconductor and technology shares fell after Broadcom sparked a rotation out of AI-linked stocks on Wall Street.

Meta has expanded its partnership with Broadcom to develop multiple generations of custom AI processors, reducing reliance on Nvidia for its data center buildout.

Anthropic bulks up its compute agreement with Google and Broadcom, securing 3.5 gigawatts of TPU capacity starting 2027 as revenue surges past $30 billion.

Broadcom announced expanded agreements to produce next-generation AI chips for Google and a new deal with Anthropic, deepening its AI hardware partnerships.

Broadcom announced it has shipped the industry's first 2nm custom compute System-on-Chip for AI workloads, built on its proprietary 3.5D Extreme Dimension System-in-Package platform, marking a major leap in AI chip density and performance.

Broadcom is emerging as a major competitor to Nvidia by providing custom AI accelerator chips to tech giants like Google, Meta, and ByteDance, signaling a shift in the AI hardware market.