Posted by jamdesk 1 day ago
https://decrypt.co/371971/openai-broadcom-jalapeno-first-cus...
https://www.cnn.com/2026/06/24/tech/openai-broadcom-jalapeno...
Cerebras stock is down nearly 20% today.
Not only is approach overlapping, OpenAI is also Cerebras's only major customer.
As a non-RTFA-er. I'm assuming it's a wafer-scale chip, similar to the ones made by Cerebras.
EDIT: From TechRadar[0]: "The 300mm wafer that both CEOs are holding will generate about 50 to 60 ASICs."
[0] https://www.techradar.com/pro/broadcom-and-openai-debut-jala...
If this photo is real I wonder what can be revealed about the approach they have taken by analyzing the architecture of what we can see.
It's more like that "wafer as a big-chip" (more formally, "WSE - Wafer Scale Engine") is now a reality (see Cerebras).
But in this case, the wafer will be split into a few dozen chunks.
What some don't know (including you) is that the industry is doing wafer-sized chips nowadays, of which Cerebras is the flagship company.
That's why the stock movement could be related, and that is why GP wrote that comment.
Sucks, I think they're a cool company.
OTOH, I was the only person back then pushing hard during my time at KAUST (back in 2019) to buy one of their systems when they were nobody, eventually resulting in a partnership between the two.
Then I joined their online discourse, very few users, I was semi-active there but they didn't care much.
Then I came to Toronto and heard they were opening an office here, tried to get noticed several times but got mostly ignored. I asked about upcoming events several times, anything to get involved, "yeah man, maybe one day". Then they made an event during Toronto Tech Week and didn't even tell me ... idk.
I don't get schadenfreude as I still think they're a cool company.
My point is they put all the eggs in one basket (AI inference) and neglected everything else. They seem to be on shaky ground now ... sad.
The wafer disc is what the CPU gets "printed" on.
The AI business of Nvidia is cooked.
The only time I've ever seen that name before is when trying to solve driver issues, on both Linux and Windows.
Are they especially stingy with their IP related to drivers or something?