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Google's most recent results suggested continued investment in its internal TPUs, they note, while Amazon \"was much more explicit in validating the custom ASIC thesis\" in touting demand for its Trainium chips. \"AI infrastructure is becoming increasingly heterogeneous, with hyperscalers optimizing across GPUs, custom AI ASICs, CPUs, networking, and connectivity to improve TCO, performance per watt, supply assurance, and workload-specific efficiency - all of which are highly supportive of our top picks: AVGO and MRVL,\" the analysts write. 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Delivers Samples of First Custom Chip Jalapeno, Outperforming Nvidia's Existing Products in Some Tests","url":"https://stock-news.laohu8.com/highlight/detail?id=2662675694","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662675694?lang=en_us&edition=fundamental","pubTime":"2026-08-25 23:40","pubTimestamp":1787672448,"startTime":"0","endTime":"0","summary":"OpenAI said on Wednesday that engineering samples of Jalapeno, its first custom chip jointly developed with Broadcom (AVGO), have been delivered and are currently undergoing laboratory testing. Broadcom CEO Hock Tan stated that early results show Jalapeno's operating costs could be approximately 50% lower than those of common AI GPUs under typical AI 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| Chip, Storage Shares Drop. 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