OpenAI In-house Chip Successfully Developed | Rewire News Daily

1｜OpenAI and Broadcom Unveil Jalapeño Inference Chip as TSMC Simultaneously Announces Price Hike Across All Advanced Nodes

OpenAI and Broadcom jointly announce the Jalapeño Intelligence Processor, a full-size mask ASIC designed for large-model inference. The development timeline from inception to release was 9 months, leveraging OpenAI's own model accelerator during the process. Inference costs are reduced by approximately 50% compared to GPUs. The initial deployment is set for the end of 2026, in collaboration with Microsoft's gigawatt-scale data centers.

The timing is not coincidental. TSMC announced on the same day a price increase for all advanced nodes, covering about 74% of its wafer business, affecting major customers such as NVIDIA, AMD, and Apple. Qualcomm, on the same day, acquired Modular for $3.9 billion (USD) to bypass the CUDA ecosystem from the software layer with the Mojo language and MAX inference platform. Both companies are challenging NVIDIA's stronghold from both software and hardware ends on the same day. Self-designed chips are not just a technological showcase but a defensive move forced by cost structures.

(Source: Tom's Hardware / CNBC / VentureBeat / Reuters / OpenAI Official Blog)

2｜Anthropic Accuses Alibaba of 28.8 Million Instances of Claude Theft, While Amodei is Kicked Out of White House Negotiations on the Same Day

Anthropic submitted an open letter to senators and the White House, accusing Alibaba's Qwen team of launching 28.8 million requests on Claude from approximately 25,000 fake accounts between April 22 and June 5, systematically extracting inference patterns and knowledge structures. They referred to this as the "largest distillation attack to date." On the same day, the Chinese company 360 claimed to have developed tools equivalent in performance to Anthropic's latest model, Mythos.

However, Anthropic faced another setback on the same day. Wired reported that co-founder Tom Brown had replaced Dario Amodei at the White House AI security negotiation table. A White House official stated, "Tom Brown won't make things as weird as Dario did." The catalyst was a disagreement over the disclosure strategy of Mythos jailbreaking vulnerabilities, with Anthropic, who proactively disclosed government system vulnerabilities to Congress, being marginalized by the executive branch. On the same day, two Google DeepMind researchers announced joining Anthropic, accelerating talent siphoning, but the company is currently juggling challenges on the business, political, and security fronts.

(Source: Reuters / CNBC / Wired / TechCrunch)

3｜Micron's Profit Surges 15x to Become Storage Chip Leader, SK Hynix Aims for $29 Billion Nasdaq Record Tech IPO

Micron reports FY2026 Q3 earnings: Revenue of $411.4 billion, a fourfold increase year-on-year, net income of $28.24 billion, gross margin of 84.6%. Q4 revenue guidance at $500 billion, gross margin to reach around 86%, with shares surging over 10% in after-hours trading. Strong demand for high-bandwidth memory in AI training and inference has led Micron to surpass NVIDIA in profit margin.

On the same day, SK Hynix files for a Nasdaq ADR listing, aiming to raise $29.465 billion, with trading set to begin on July 10. If successful, this IPO would surpass Alibaba's $25 billion record in 2014, becoming the largest tech IPO in history. All funds raised are earmarked for HBM capacity expansion. However, following Cerebras' first earnings report on the same day, shares plummeted nearly 20%, with gross margin guidance of 38%-41% well below expectations. Excess profits in the AI supply chain are now shifting from compute accelerators to the memory side.

(Source: CNBC / TechCrunch / Tom's Hardware / Investing.com)

4｜Senate Passes First-ever Resolution to Limit Iran War Powers, Same Day Trump Requests $87.6 Billion War Appropriation

The U.S. Senate passes a war powers resolution by a vote of 50 to 48, requiring the President to cease military action against Iran without Congressional approval. Four Republicans (Murkowski, Collins, Cassidy, Paul) crossed party lines to vote, marking the tenth attempt in Senate history at such a resolution and the first to pass. While the resolution is not legally binding, the political message is clear.

On the same day, the White House Office of Management and Budget submits a $87.6 billion supplemental funding request, explicitly including expenses related to the Iran conflict. Trump also threatens to veto the housing bill, demanding the passage of the SAVE Act election bill first, leading to a clash with Republican senators during a luncheon. After concluding a ten-day trip to China, Ray Dalio publishes a lengthy article, with a key assessment that the U.S. handling of Iran and the Strait of Hormuz is "very similar to the UK's handling of the nationalization of the Suez Canal, which marked the end of the British Empire." Executive expansion of power and Congressional checks collide on the same day, with Dalio providing an historical framework spanning empires.

(Source: Al Jazeera / Fortune / Axios / NPR / CNN)

5｜Corporate AI Budgets Spiral Out of Control, Uber Exhausts Annual Budget in April, Entering the Era of "Token Allocation"

Uber burned through its entire AI budget by April, now setting a monthly limit of $1,500 per person. Walmart's internal vibe-coding platform "Code Puppy" has been forcefully rate-limited. Meta consumed 73.7 trillion tokens in 30 days, with an internal tracking system named "Claudeonomics." The trigger was Anthropic and OpenAI transitioning from a subscription model to token-based billing this year, revealing the completely uncontrollable employee usage by enterprises.

This sets the stage for the first item today. OpenAI is urgently developing its own chips to cut 50% of the inference costs, with half the reason being Nvidia's high prices and the other half being the far exceeding consumption rate of their own customers. AWS' CEO stated on the same day, "AI will not eliminate white-collar jobs," but the reality facing enterprises is this: it's not about whether to use AI or not, but rather the fact that employees are using too much, leading to cost spiraling out of control. Inference demands have shifted from predictable enterprise procurement to uncontrollable employee behavior, forcing a rewrite of the entire supply chain's capacity assumptions.

(Source: TechCrunch / Fortune)

Also of note ↓

Bitcoin drops to $60,000, hitting a 20-month low. The Rainbow Chart enters a color-coded range labeled "BTC is dead" for the first time, with analysts predicting a potential short-term dip to $55,000. (Source: CoinDesk)

Kalshi targets a $40 billion valuation, leading Polymarket by several multiples. The prediction market platform is currently in discussions with investors for a new round of funding and simultaneously sues the Illinois regulatory agency to clear the way for nationwide expansion. (Source: CoinDesk)

AI data centers face a talent bottleneck, with a shortage of skilled labor slowing deployment. Equipment debugging and cooling system installation rely on experienced technicians, with a training period of 12-18 months, potentially causing a slowdown in computational power expansion as a result. (Source: Tom's Hardware)

Agility Robotics goes public via SPAC, with a valuation of $25 billion. Amazon's robotic company, with its flagship product Digit, has already been deployed at scale in warehousing scenarios. (Source: TechCrunch)

The Asian defense industry chain is being reconfigured. The defense budgets of South Korea, Japan, Australia, and India hit a new high on average in 2026, with ammunition and drone production capacity shifting from European contractors to the Asia-Pacific local supply chain. (Source: Fortune)

A heatwave in Europe forces multiple power plants to shut down. France registers its highest temperature since 1947, and the summer heat-related issues of AI data centers are discussed in European policy for the first time. (Source: MIT Technology Review)

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