custom asic

The custom asic tag covers reporting on purpose-built processors designed for specialized AI workloads. Current coverage centers on OpenAI and Broadcom’s Jalapeño, described as OpenAI’s first custom AI inference processor and a co-designed accelerator for large language model serving across ChatGPT, Codex, the API, and future agent-style products. The discussion examines why an AI platform company may move beyond rented commodity infrastructure to control more of its computing stack. Key themes include inference economics, serving costs, silicon design, networking, power, and the software needed to make specialized hardware effective at scale.