Pivot News AI Briefing — Jun 25, 2026

Hosts: James & Maya In this episode: • Hi, I'm Maya, and today we're looking at OpenAI building its own chip, a memory-chip boom, AI flooding kids' feeds, a women's health startup, and a po... • Let's start with the chip. OpenAI just announced Jalapeño, its first custom inference accelerator, built with Broadcom and supported by Celestica. • Inference is the part that runs every time you ask ChatGPT a question. Doing that on your own silicon means you control the cost instead of paying som... • And the timing matters. This comes nine months after they revealed the Broadcom partnership. The real story isn't the headline chip — it's OpenAI want... • Worth noting the caveats here. A custom chip is a long bet. Designing, fabbing, and deploying takes years, and Nvidia isn't standing still. But for a ... Subscribe to the newsletter at pivotnews.ai for the full written briefing.