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THE DIGITAL ALCHEMIST

MON 07 SEP 2026
READALCHEMIST.COM

13 articles · tag

#Inference

Jalapeño Gives Every Nvidia Customer a New Sentence to Say

AMD Puts the Model Inside the Chip

The $725B Lockout: How Hyperscaler Capex Is Splitting the AI Stack Into Two Tiers

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

Anthropic's 3.5GW TPU Lock-In Is a Structural Bet, Not a Procurement Decision

Anthropic Is No Longer a Model Vendor

Anthropic Just Turned 3.5GW of Google TPUs Into a Moat

Inference Is the Constraint Now. Anthropic's 3.5GW TPU Lock-In Proves It.

Meta's $100B AMD Bet Is a Structural Signal, Not a Loyalty Switch

The Machine That Predicts the Next Word: How LLMs Actually Work

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%