2026-06-24

CNBeta — 2026-06-24#

Top Story#

OpenAI and Broadcom have unveiled “Jalapeño,” OpenAI’s first custom-designed AI inference chip. According to a cnbeta report, the ASIC took only nine months from design to tape-out, a record-breaking pace aided by OpenAI’s own models participating in the layout and circuit design. A separate deep dive notes that the chip will be deployed by late 2026, marking a major step towards OpenAI’s goal of becoming a full-stack AI company capable of driving down inference costs for its advanced models and upcoming AI agents.

CNBeta

The AI Memory Squeeze & Talent Exodus — Week of 2026-06-20 to 2026-06-26#

Week in Review#

The insatiable demand for AI infrastructure has triggered a severe global memory crisis, ending the era of cheap storage and forcing consumer tech giants like Apple and AMD to hike hardware prices. Meanwhile, the AI sector is experiencing a massive talent reshuffle and escalating geopolitical tensions, as top researchers flee Google for rivals and companies accuse each other of aggressive model extraction.