Reading up on Broadcom
6 deep · digging since nov 20, 25
- OpenAI unveils its first custom chip, built by Broadcom
OpenAI unveiled its first custom inference chip, Jalapeño, designed with Broadcom and assisted by OpenAI's own models, claiming better performance-per-watt.
- OpenAI slams Anthropic in memo to shareholders as rival gains momentum
OpenAI told investors that Anthropic operates on a smaller compute curve, claiming it will have 30 GW by 2030 versus Anthropic's 7-8 GW by 2027.
- There are only two paths left for software
Software companies must either accelerate revenue growth by 10 points with new AI products or rebuild for 40%+ true operating margins, with no viable middle path.
- FreeBSD doesn't have Wi-Fi driver for my old MacBook, so AI built one for me
A developer ports the Linux brcmfmac Wi-Fi driver to FreeBSD using an AI coding agent, producing a buggy kernel module with known issues that is not recommended for production use.
- The AI data center deals that no one can verify
AI infrastructure deals lack standardized verification, making headline numbers appear as binding commitments when they are actually contingent options.
- Testing shows Apple N1 Wi-Fi chip improves on older Broadcom chips in every way - Ars Technica
Ookla data shows Apple's N1 Wi-Fi chip delivers faster median download (329.56Mbps vs 236.46Mbps) and upload speeds than Broadcom chips in iPhone 16.