Following the unveiling of OpenAI's new chip, more details are reaching us
Yesterday at the huge chip conference in California, OpenAI unveiled 'Jalapeno' – their new chip
They announced that it is more efficient than Nvidia's Blackwell chip, and overnight, SemiAnalysis reported that it is also twice as efficient as Nvidia's new Rubin chip
But here's the point that caught our attention
OpenAI used ChatGPT to design their new chip and accelerate development!
There is no doubt that the development of artificial intelligence greatly improves the entry barrier for new companies into the field of chip design.
And here, you need to ask yourselves one question
If more companies can design chips
Where is the next bottleneck?
It seems to be starting to concentrate in manufacturing
This is positive, of course, for companies like $TSM $AVGO and, of course, $INTC
And also deeper in the supply chain – like $AMAT $LRCX
And all the testing equipment $CAMT
We haven't elaborated too much, but we are sure you will do your homework
By the way, all the companies mentioned above are investing billions of dollars in expanding manufacturing capacity – only $TSM alone is currently building 13 more factories.
Broadcom just raised cash on the order of one hundred billion dollars, and similarly, Intel raised several tens of billions