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Q&A with OpenAI VP of Hardware Richard Ho on its Jalapeño inference chip co-designed with Broadcom, using internal OpenAI models to design the chip, and more (Dr. Ian Cutress/More Than Moore)

Dr. Ian Cutress / More Than Moore : Q&A with OpenAI VP of Hardware Richard Ho on its Jalapeño inference chip co-designed with Broadco...

24 February 2025

TD Cowen: Microsoft cancels leases for a substantial amount of US data centers, potentially due to over-investment fears; Microsoft plans to spend $80B in 2025 (Bloomberg)

Bloomberg:
TD Cowen: Microsoft cancels leases for a substantial amount of US data centers, potentially due to over-investment fears; Microsoft plans to spend $80B in 2025  —  - The company has pledged $80 billion toward computing capacity  — Wall Street is questioning AI demand over the longer-term

Posted from: this blog via Microsoft Power Automate.

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