Locator: 51047TECH.
"You can howl at the wind, but AI is here to stay."
MU earnings later today.
AVGO: Jalapeño. Reported earlier today. Partnership with OpenAI. Jalapeño is a custom AI Intelligence Processor explicitly designed for Large Language Model (LLM) inference, NOT TRAINING.
Engineered to be highly power-efficient and cost-effective, early tests show the new chip can reduce inference costs by roughly 50% compared to traditional GPUs
QCOM: acquires Modular, link here. QCOM's "answer" to Nvidia's CUDA.
