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THE DIGITAL ALCHEMIST

MON 07 SEP 2026
READALCHEMIST.COM

12 articles · tag

#custom silicon

Jalapeño Gives Every Nvidia Customer a New Sentence to Say

OpenAI Bets Its Unit Economics on Silicon It Owns

OpenAI's Jalapeño Is a Margin Defense, Not an Innovation Story

OpenAI's Jalapeño Is a Unit-Economics Move, Not a Chip Story

Jalapeño Makes Broadcom the Backbone of the AI Frontier

The AI Data Center Is a Chip Procurement Problem

The Trillion-Dollar Floor: Hyperscaler Capex Has Become a Structural Constant

The $1 Trillion Data Center Market Is Redrawing IT Budgets

What Broadcom's Guidance Miss Really Says About AI Capex

Silicon Is the Constraint: The SIA/Deloitte Numbers That Reframe Every Infrastructure Decision Through 2028

Amazon's Silicon Is Now a Business, Not a Project

Chips Are the Data Center: SIA-Deloitte Puts Hard Numbers on AI's Value Concentration Problem

NVDA 217.55 ▼ 4.58%AAPL 319.70 ▲ 1.63%MSFT 513.53 ▲ 1.68%GOOGL 346.59 ▲ 1.74%AMZN 266.43 ▲ 3.97%META 578.02 ▲ 1.21%TSLA 348.75 ▼ 1.71%AMD 465.58 ▼ 2.33%AVGO 368.79 ▼ 0.74%PLTR 186.29 ▲ 0.19%COIN 178.64 ▼ 6.33%MSTR 127.31 ▼ 7.34%NVDA 217.55 ▼ 4.58%AAPL 319.70 ▲ 1.63%MSFT 513.53 ▲ 1.68%GOOGL 346.59 ▲ 1.74%AMZN 266.43 ▲ 3.97%META 578.02 ▲ 1.21%TSLA 348.75 ▼ 1.71%AMD 465.58 ▼ 2.33%AVGO 368.79 ▼ 0.74%PLTR 186.29 ▲ 0.19%COIN 178.64 ▼ 6.33%MSTR 127.31 ▼ 7.34%