not much happened today

**OpenAI** announced **Jalapeño**, its first custom AI chip for LLM inference, built with **Broadcom**, aiming to control more of the AI stack and improve compute economics with a fast 9-month design cycle. Community analysis suggests Jalapeño features **216GB HBM3E**, **~7.1–7.4 TB/s bandwidth**, and **~10 PFLOPS FP4** performance, signaling hyperscaler-style inference silicon as a new standard. Meanwhile, **Qualcomm** is acquiring **Modular**, with **Mojo** open-sourcing on track, indicating rising competition in vertically integrated inference stacks beyond **NVIDIA/CUDA**. On infrastructure, **NVIDIA**'s **NeMo AutoModel** boosts training throughput for MoE models by 3.4–3.7x, and startups like **SkyPilot** and **Modal** advance unified and open-source inference solutions. Custom training of **DFLASH** models yields 30–50% decode gains. In UX, **Anthropic**'s Slack-native **Claude** agent shifts agent interaction from tools to coworkers, raising new security and cost concerns around identity, permissions, and lock-in, with debates on capability-based security and attribution. **Hugging Face** responded with its self-hosted Slack coding agent **Moon Bot**.