// OVERVIEW
Semiconductor company and custom chip developer co-signing the 5-gigawatt TPU deal with Google for Anthropic.
Discussed in
- Meta Releases Its First Frontier AI Models
- 🤺 Silicon rivals
- Charts of the Day + Public Markets Update Deck
- The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO
- OpenAI Fires Researchers for Sharing Info with an AI Safety Organization
- The True Biggest Risks in the AI Thesis
- Oura's $1B+ pre-IPO buybacks
- Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
- 🇨🇳 China AI warning
- 💾 Chip craze
- Kalshi Looks to Almost Double Its Valuation in Just a Month
- 🤖 Jalapeño chips
// RECENT MENTIONS
// SIGNALS
44 SIGNALS
01
mention·StrictlyVC·OCTOBER 13, 2026
“Broadcom CEO Hock Tan told an event in Singapore that many AI investors 'have no clue what they are investing in' and are effectively gambling in a casino.”
Source→02
product·Axios AI+·OCTOBER 13, 2026
“OpenAI is developing its Jalapeño chip with Broadcom, initially focusing on inference workloads. The company said in August that its first chip was outperforming Nvidia on certain workloads.”
Source→03
mention·Coatue
AI-extracted from podcast / newsletter / paper summaries. May contain errors.