Semi Doped(@semidoped):Broadcom’s AI Chip Forecast Clouds Over Google Defection Fears Vik: OpenAI’s Jalapeno’s quick turnaround is actually testament to Broadcom’s ASIC design prowess, come to think of it. Austin: Second-sourcing and CoT are price negotiations; no one in the race to deploy inference compute is walking away from Broadcom.

Semi Doped

@semidoped

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参加 January 2026

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Semi Doped@semidoped

2026.09.03 17:02

Broadcom’s AI Chip Forecast Clouds Over Google Defection Fears Vik: OpenAI’s Jalapeno’s quick turnaround is actually testament to Broadcom’s ASIC design prowess, come to think of it. Austin: Second-sourcing and CoT are price negotiations; no one in the race to deploy inference compute is walking away from Broadcom.