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OpenAI Built an Nvidia-Beating Inference Chip in Nine Months. Broadcom (AVGO) Helped Make It Happen Habib Ur Rehman Fri, August 28, 2026 at 3:58 AM GMT+10 3 min read AVGO CLS TSM NVDA OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt than the comparison systems, and it went from initial design to tape-out in nine months. The more investable surprise is who helped turn that sketch into silicon. Broadcom Inc. (NASDAQ: AVGO ) handled Jalapeño's physical implementation and supplied the Tomahawk networking. Celestica is responsible for board, rack and syste…

Nvidia Just Told Wall Street Its AI Boom Could Run Through 2028 Faizan Farooque Fri, August 28, 2026 at 12:18 AM GMT+10 1 min read NVDA TSM This article first appeared on GuruFocus . Nvidia Corp. ( NVDA , Financials ) offered investors another reason to believe the AI expenditure surge has more legs to go. Shares climbed almost 7% in premarket trade after the chipmaker reported better-than-expected profits and gave unusually long-range outlook on demand.Nvidia expects to grow revenue by about 70% in fiscal year 2028, which runs from February 2027 to January 2028, Chief Financial Officer Colett…