#ai-chip

The AI bottleneck is shifting from model release cadence to inference infrastructure. OpenAI says Jalapeno was taped out in nine months and is planned for gigawatt-scale deployment beginning in late 2026.

AI chip maker Cerebras Systems raised its Nasdaq IPO price range to $150–$160/share from $115–$125, targeting a fully diluted market value of $48.8 billion. The offering was over 20x oversubscribed ahead of its May 14 trading debut.

NVIDIA CEO Jensen Huang promised chips the world has never seen at GTC 2026. Industry reports point to the Feynman architecture on TSMC A16 1.6nm-class process with silicon photonics interconnects.