OpenAI’s Wild Week: A Custom Chip, 40% of the World’s DRAM, and a $500 Million Bet to Kill the Common Cold

Omor Ibne Ehsan

Mon, June 29, 2026 astatine 10:15 AM CDT 4 min read

Quick Read

• OpenAI's Jalapeño spot with Broadcom (AVGO) and its 40% DRAM wafer lock-up done 2029 marque Micron (MU) a nonstop beneficiary.

• OpenAI, Anthropic, Stripe, and Bill Gates jointly committed $500 cardinal to Intercept, a caller enactment aiming to destruct each respiratory viruses.

• Sam Altman is transforming OpenAI from a exemplary laboratory into a vertically integrated empire controlling silicon, memory, and present quality biology.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Broadcom didn't marque the cut. Grab the names FREE today.

Three things happened to OpenAI past week. The institution went from being a exemplary laboratory to thing person to a vertically integrated empire that wants to plan its ain silicon, ain a chunk of the world's representation supply, and cure the communal cold.

John Coogan, the co-host of TBPN walked done each of it, and the through-line is that Sam Altman's enactment is nary longer satisfied renting infrastructure from anyone, including biology.

The Jalapeño spot and a compressing plan rhythm

The header determination is "Jalapeño," a customized spot OpenAI designed with Broadcom, described arsenic "purpose-built for LLM workloads powering ChatGPT, Codex API, aboriginal agentic products." Coogan noted that galore are calling it "the archetypal spot designed with AI agents successful the loop truthful you tin constitute the acquisition acceptable overmuch quicker." The exemplary is helping plan the spot that runs the model.

Coogan besides picked up connected the timeline. "For a agelong clip it was like, oh, it'll instrumentality 5 years to motorboat a spot and present companies are intelligibly doing it faster," helium said, portion the caller connected the conception added that "you gotta springiness a batch of recognition to the humans connected some sides."

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Broadcom didn't marque the cut. Grab the names FREE today.

Broadcom (NASDAQ:AVGO) is the evident beneficiary here. Hock Tan's institution already runs the customized ASIC playbook for Google's TPU and past 4th reported AI semiconductor gross of $10.80 billion, up 143% year-over-year, with Q3 guidance pointing to astir $16.00 cardinal successful AI semi revenue, much than 200% growth. CLSA precocious called retired "clarity successful Broadcom's customized ASIC roadmap" with "potential 30% upside to AI semiconductor gross guidance." You tin spot the receipts successful Broadcom's ain Q2 8-K filing. Shares person had a unsmooth month, down 13.33% implicit the trailing 30 days, though the one-year representation remains a 36.1% gain.

Locking up 40% of the world's DRAM wafers