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The Anthropic wordmark in black type on the company's cream brand background, taken from its careers page
Hardware·

Anthropic is building an in-house chip team to run Claude cheaper

Anthropic confirmed a custom silicon team for Claude. The target looks like inference cost, and OpenAI's Broadcom chip already ran the same play.

Macro photograph of a Samsung-branded DRAM chip soldered to a green circuit board, its part number K4T51163QI-HCE6 clearly legible
Hardware·

Samsung won more than $200 billion of Broadcom chip work through 2030

Samsung signed an MOU with Broadcom worth more than $200 billion through 2030 across memory, 2nm foundry and advanced packaging. Nvidia locked up SK Hynix the same day.

Sam Altman and Broadcom CEO Hock Tan holding a Jalapeño Intelligence Processor wafer mounted in an acrylic display
AI·

OpenAI built its own AI chip with Broadcom. The target is Nvidia's inference margins.

Jalapeño is OpenAI's first custom inference processor, co-designed with Broadcom. Here's what a purpose-built inference ASIC actually buys you, and who else is doing it.

Rows of server racks in a data center, the kind of estate Tesco is migrating off VMware
Open Source·

40,000 server workloads are leaving VMware. Tesco blames Broadcom's 'abusive' licensing.

Tesco is moving 40,000 workloads off VMware and suing Broadcom for £100M, the loudest signal yet in the post-acquisition exodus toward KVM, Proxmox, and OpenStack.

Meta and Broadcom partnership announcement header showing custom AI silicon
Hardware·

Meta just committed 1 gigawatt of custom AI chips with Broadcom through 2029

Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.