OpenAI's self-studying chip landing in Rewire News

1 |OpenAI and Chase released the Jalalapeño reasoning chip, and TSM announced a full price increase for the advanced process on the same day

OpenAI and Chase jointly published Jalalapeño Intelligence Processor, full-sized ASIC, designed for large model reasoning, from project creation to publication for nine months, using OpenAI's own model acceleration. The reasoning cost is about 50% lower than GPU, with the first deployment target of 2026, which coincides with the landing of the Microsoft gigawatt level data centre。

Timing is not a coincidence. The same day, TSMC announced an increase in prices for all advanced process nodes, covering about 74 per cent of the crystal operations, all of which affected major clients such as Ingweida, AMD, Apple, etc. On the same day, he bought Modular (Mojo language + MAX reasoning platform) at $3.9 billion, bypassing the CUDA ecology from the software layer. On the same day, two companies hit the British moat at both ends of hardware and software, and self-study chips were not a technical demonstration but a defensive exercise driven by cost structures。

(Source: Tom's Hardware / CNBC / Venture Beat / Reuters / OpenAI official blog)

2 Anthropic accused Ali Baba of 28.8 million thefts of Claude's powers, and on the same day Amodei was kicked out of the negotiating table by the White House

Anthropic sent an open letter to the Senator and the White House accusing the Ali Baba Qwen team of launching 28.8 million requests between 22 April and 5 June against Claude with about 25,000 false account numbers, systematically extracting reasoning patterns and knowledge structures, calling them “the largest distillation attack to date”. On the same day, Chinese companies claimed to have developed tools comparable to the new Anthropic model Mythos。

But Anthropic lost another front that day. Wired reports that co-founder Tom Brown has replaced Dario Amodei to attend the White House AI security negotiations. According to White House sources, "Tom Brown will not be acting like Dario. “The reason is that Mythos’ disclosure strategy to break the prison gap has been divided, and Anthropic, who has volunteered to reveal to Congress the fragility of the government system, has been marginalized by the executive. On the same day, two Google DeepMind researchers announced their accession to Anthropic, which accelerated the recruitment of talent, but the company was consuming at the same time on three fronts: commercial, political and security。

(Source: Reuters / CNBC / Wired / TechCrunch)

Three centimetres of profit is 15 times the king of the chip store, SK Hercules

US$ 2,824 MILLION NET PROFIT, MĀORI RATE 84.6 PER CENT. Q4 DIRECTED THE REVENUES OF $50 BILLION, THE MĀORI RATE ROSE TO ABOUT 86 PER CENT AND THE STOCK EXCHANGE ROSE BY 10 PER CENT. AI'S TRAINING AND REASONING REQUIREMENTS FOR HIGH-BANDWIDTH STORAGE HAVE LED TO A PROFIT MARGIN FOR U.S. LIGHTS ABOVE THAT OF WEED。

On the same day, SK Hercules submitted an application for listing of Nasdaq ADR, planning to raise $29,465 million, with a target date of 10 July to start trading. If done, it will go beyond the $25 billion record of 2014 in Ali Baba to become the largest IPO in the history of technology. All fund-raising points to HBM expansion. However, Cerebras fell by 20 per cent after his first financial report on the same day, and the Māori rate was 38-41 per cent below expectations. AI excess profits in the supply chain are concentrated from the calculator accelerator to the storage end。

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

On the same day, Trump demanded $87.6 billion in war appropriations by the Senate for the first time by restricting its military powers over Iraq

The United States Senate, by 50 to 48, passed the War Power Resolution, demanding that the President stop military operations against Iran without congressional approval. For the first time in the history of the Senate, four Republicans (Murkowski, Collins, Cassidy, Paul) voted in cross-party voting. Resolutions are not legally binding, but political signals are clear。

On the same date, the White House Budget Authority submitted a request for additional appropriations of $87.6 billion, which clearly included expenditure on the Iranian war. Trump also threatened to refuse to sign the housing bill, requesting the adoption of an electoral bill, SAVE Act, and the outbreak of clashes with Republican senators at lunchtime. Ray Dalio, after 10 days of China's trip, wrote a long article, in which he concluded that the way the United States dealt with Iran and the Strait of Hormuz was "like the British nationalization of the Suez Canal, which marked the end of the British Empire." Executive extension and parliamentary powers collided on the same day, and Dario provided an external historical framework for a cross-imperial cycle。

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

The budget of the Uber was completely out of control

Uber had burned the AI budget for the entire year by April and now had a ceiling of $1,500 per person per month. The wibe-coding platform "Code Puppy" in Wal-Mart is restricted. Meta 30 Days Consumption 73.7 trillion tokens, internal tracking system named Claudeonomics. The trigger points are Anthropic and OpenAI, which switch this year from subscription to to token to measure the bill, so that the enterprise finds its employees to be completely uncontrollable。

It's a causal chain with the first one today. OpenAI is anxious to save 50% of the cost of reasoning for its own chip, half because of the British-Dalcoigner, half because its own customers consume at a much faster rate than expected. The same day, AWS CEO called "AI will not eliminate white-collar jobs", but the reality for companies is that it is not the use of AI, it is the use of too many employees that leads to running costs. The reasoning needs to shift from predictable enterprise procurement to uncontrollable employee behaviour, with production assumptions rewritten throughout the supply chain。

(Source: TechCrunch / Fortune)

And it's worth knowing, Zoo

Bitcoin fell to $60,000 to 20 months low. For the first time, Rainbow Chart entered the colour zone marked "BTC is dead" and analysts predicted that it might be down to $55,000 in the short term. (Source: CoinDesk)

Kalshi aims at a $40 billion valuation, several times ahead of Polymark. The forecast market platform is negotiating a new round of financing with investors, and on the same day, Illinois regulators were sued for removing the barrier to national expansion. (Source: CoinDesk)

AI Data centres encounter talent bottlenecks and skilled labour shortages slow deployment. The installation of equipment debugging and cooling systems relies on experienced technicians for a training cycle of 12-18 months, which may slow down the expansion of computing power. (Source: Tom's Hardware)

AgeRobotics listed through SPAC, valued at $2.5 billion. The Amazon-based robotics, the main product, Digit, has been deployed on a storage site scale. (Source: TechCrunch)

The Asian defence industry chain is being reconstituted. The Korean-Japanese-India defence budget was high on average in 2026, with ammunition and drone capacity shifting from European contractors to local supply chains in Asia and the Pacific. (Source: Fortune)

Extreme heat waves in Europe have forced several power plants to shut down. France recorded the highest temperature since 1947, and for the first time in European policy discussions, AI data centre summer heat spread. (Source: MIT Technology Review)