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OpenAI Jalapeño: Better Than Nvidia Blackwell

inferencex.semianalysis.com · published 25 August 2026

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Jalapeño’s first results show industry-leading speed and efficiency in AI inference Read at the source ↗
openai.com
OpenAI and Broadcom unveil LLM-optimized inference chip Read at the source ↗
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https://newsletter.semianalysis.com/p/openai-chip-team-is-now-serious
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AgentX - InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing? Read at the source ↗
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https://newsletter.semianalysis.com/p/vera-rubin-nvl72-vs-gb200-nvl72-inference
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https://semianalysis.com/energy-model/
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https://x.com/SemiAnalysis_/status/2091208991271420076
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https://www.coreweave.com/blog/nvidia-vera-rubin-nvl72-on-coreweave-10x-more-tokens-per-megawatt-than-blackwell
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https://semianalysis.com/ai-cloud-tco-model/
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Are Open Models Catching Up? Read at the source ↗
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https://semianalysis.com/accelerator-hbm-model/
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https://arxiv.org/abs/2505.23819
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https://newsletter.semianalysis.com/subscribe
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