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On August 26, Citrini analyst Jukan published an analysis stating that OpenAI's 'Jalapeño' AI chip may not reach the scale of Nvidia's Rubin platform. He believes that if OpenAI's HBM4 high-bandwidth memory is entirely reliant on Samsung's supply, there will be a certain limit to the ramp-up in production capacity. Jukan further pointed out that if OpenAI wishes to expand the deployment scale of 'Jalapeño', it may need to lower its specifications for HBM4 transmission speeds to simultaneously adopt HBM4 products from other suppliers, thereby alleviating supply chain constraints. Earlier today, BlockBeats reported that OpenAI announced the latest test results for its self-developed AI inference chip Jalapeño (translated as: Mexican Pepper), stating that the chip outperformed Nvidia's GB200 and GB300 super chips in the InferenceX benchmark test, achieving 1.5 to 1.9 times the AI workload per watt compared to competitors on models such as GPT-OSS 120B, DeepSeek R1, and Kimi K2.5 1T, with end-to-end latency reduced by 1.7 to 3.6 times.

On August 26, Citrini analyst Jukan published an analysis stating that OpenAI's 'Jalapeño' AI chip may not reach the scale of NVIDIA's Rubin platform. He believes that if OpenAI's HBM4 high-bandwidth memory is entirely reliant on Samsung's supply, there will be a certain limit to production ramp-up. Jukan further pointed out that if OpenAI wishes to further expand the deployment scale of 'Jalapeño', it may need to lower its specifications regarding HBM4 transmission speeds in order to simultaneously adopt HBM4 products from other suppliers, thereby alleviating supply chain constraints. Earlier today, BlockBeats reported that OpenAI announced the latest test results of its self-developed AI inference chip Jalapeño (translated as: Mexican Pepper), stating that the chip outperformed NVIDIA's GB200 and GB300 super chips in the InferenceX benchmark test, achieving 1.5 to 1.9 times the AI workload per watt compared to competitors on models such as GPT-OSS 120B, DeepSeek R1, and Kimi K2.5 1T, with end-to-end latency reduced by 1.7 to 3.6 times.

On August 26, The Wall Street Journal reported that Anthropic expects to inform investors in its IPO filing that the company's potential revenue opportunities exceed $30 trillion, surpassing SpaceX's previous estimate of $28.5 trillion. Anthropic is showcasing the growth potential brought by AI through its 'Total Addressable Market' (TAM), assessing the total scope of work that AI models could accomplish in the future. SpaceX previously referred to its TAM as 'the largest addressable market in human history,' with $26.5 trillion stemming from AI opportunities. Anthropic's revenue for the second quarter has already surpassed $11.6 billion, doubling from previous figures. The company’s IPO could raise up to $100 billion, with a target valuation of approximately $2 trillion, higher than SpaceX's valuation of $1.77 trillion at the time of its IPO. Related plans are still under discussion, with a potential listing as early as September or October.