OpenAI’s Jalapeño Chip Targets the Economics of Serving AI at Scale
The Broadcom-designed inference ASIC gives OpenAI a route to reduce data movement, hardware margins and dependence on general-purpose accelerators.
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Inference
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Nvidia’s Vera Chip Opens a Second Front in the $200 Billion Inference Market
Nvidia is expanding beyond GPUs with Vera as hyperscalers and rival chipmakers compete for inference economics.
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Google and Nvidia Target a Tenfold Drop in AI Inference Cost
A5X infrastructure combines Vera Rubin systems, high-speed networking and confidential computing to improve AI cost, energy and governance.
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The Economics That Decide Whether Multi-Agent AI Can Scale
Context explosion and the thinking tax can overwhelm agentic automation; Nvidia’s Nemotron 3 Super targets the cost, memory and goal-drift problem.
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Qwen 3.5 Puts Proprietary AI Pricing Under Pressure
Alibaba’s Qwen 3.5 combines open weights, sparse activation, multimodal capability, and broad language support, forcing enterprises to reconsider model economics.
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Rackspace Grounds Operational AI in Repeatable Work
Rackspace applies AI to detection engineering, cloud modernisation, and service management while keeping architecture, governance, and cost visible.
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Databricks Sees Multi-Agent Systems Becoming Enterprise Infrastructure
Databricks telemetry shows rapid growth in supervisor agents, agent-created databases, real-time inference, multi-model strategies, and governance-backed production deployments.
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Agentic AI Needs a New Memory Tier Between GPUs and Storage
NVIDIA’s ICMS architecture treats AI context as ephemeral but latency-sensitive data, inserting flash between expensive GPU memory and slow shared storage.
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Qualcomm Targets AI Inference With Rack-Scale Chips
Qualcomm’s AI200 and AI250 systems combine large memory, near-memory computing, liquid cooling, and an inference software stack to challenge established data-centre suppliers.
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Gemini 2.5 Flash Let Developers Control AI Reasoning
Google introduced a configurable thinking budget for Gemini 2.5 Flash, allowing developers to trade additional reasoning for lower latency and cost.
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