GoKawiil
Tech News
Broadcom topped Wall Street expectations for its latest quarter, with adjusted earnings of $3.32 per share and revenue of $29.59 billion, both above estimates, while net income more than tripled year-over-year to $13.09 billion. However, the company's fourth-quarter revenue forecast of $34.8 billion came in slightly below the $35.03 billion analysts anticipated, sending shares down 5% in after-hours trading.
Broadcom is rolling out an initiative called TrueSource under its Tanzu division to vet and secure open-source components used alongside its platform, covering Spring, RabbitMQ, and various Java, Python, and Node.js libraries. Tanzu VP Purnima Padmanabhan said the company builds and curates these artifacts itself, ensuring they meet a reference architecture and remain supportable, while a VMware spokesperson added that Broadcom will contribute fixes upstream and defer to community maintainers as the ultimate source of truth for projects it doesn't directly maintain.
At the Hot Chips conference, OpenAI released the first benchmark results for Jalapeño, its custom AI inference chip built with Broadcom. On SemiAnalysis' InferenceX test, the chip beat current Nvidia Blackwell systems in tokens served per user and throughput per kilowatt of power. OpenAI plans small-scale deployment by late 2026, with broader rollout in 2027.
OpenAI detailed benchmark results for its Jalapeño chip, an inference-focused ASIC built with Broadcom, claiming it outperforms Nvidia's GB200 and GB300 chips on efficiency and response speed. Using its InferenceX benchmark across models like GPT-OSS 120B, DeepSeek R1, and Kimi K2.5, OpenAI reported 1.5-1.9x more work per watt and up to 3.6x lower latency. Small-scale deployment is planned by year-end, with volume scaling into 2027.