MikeCast #123 — June 25, 2026

Episode #123 — This episode covers OpenAI's collaboration with Broadcom on a custom AI chip named Jalapeno, IBM's breakthrough in chip density with a sub-one-nanometer architecture, Micron's impressive earnings report driven by the AI infrastructure boom, Anthropic's allegations against Alibaba, Amazon's $48 billion investment in India, and LaMelo Ball's potential trade from the Charlotte Hornets.