Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a […]
See How Anthropic Arrived at Its Mind-Boggling $40 Trillion Market Opportunity
Explore the assumptions behind Anthropic’s reported $40 trillion AI opportunity, what the figure really measures, and why potential economic impact is not the same as revenue.
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