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OpenAI unveils Jalapeño, its first AI chip, designed from scratch and built with Broadcom in just nine months. It is purpose-built to run the models behind ChatGPT and Codex, and OpenAI even leaned on its own AI to help design it. Deployment is still months out, but the loop it sets up is hard to unsee. Let's dive in!

In today’s insights:

  • OpenAI Will Soon Run ChatGPT on Jalapeño

  • Figma Turns One Prompt Into Live Motion

  • OpenAI Helped End a Girl's 20-Year Wait

Read time: 4 minutes

LATEST DEVELOPMENTS

Source: OpenAI

Evolving AI: OpenAI unveiled Jalapeño, its first AI chip, built with Broadcom for ChatGPT and Codex.

Key Points:

  • The chip went from design to tape-out in nine months, a pace OpenAI calls the fastest ever for an advanced semiconductor.

  • Early lab tests show much better performance per watt than current hardware.

  • Deployment begins at gigawatt scale with Microsoft and other partners by the end of 2026.

Details:

Jalapeño was designed from the ground up for LLM inference, drawing on the kernels and memory patterns OpenAI's frontier models rely on. Engineering samples already run real workloads in the lab, including GPT-5.3-Codex-Spark, at target frequency and power. Broadcom supplied the silicon and networking while Celestica built the rack systems. OpenAI used its own AI models to speed up the chip's design.

Why It Matters:

OpenAI building Jalapeño with its own models points to a future where AI helps design the hardware that runs AI, a loop that steadily lowers the cost of intelligence. For ordinary people that means the AI they lean on to learn and build keeps getting faster, cheaper, and more dependable as daily life runs through it.

Moda creates AI Decks that don't look AI-Generated

Every AI tool can create "AI slop". You know it the second you see it.

Moda is different: it learns your brand identity and applies it to every slide, document, and marketing asset your team makes. It learns your preferences so the designs get better over time.

The best part? Every layer is fully editable on a real canvas, and exports to powerpoint, PDF and more.

Moda has raised $7.5M from General Catalyst, Pear VC, and the founder of Dropbox.

Evolving AI: Figma Motion brings animation onto the same canvas as your designs, with no separate tool needed.

Key Points:

  • Figma's Config 2026 launched motion, code layers, shaders, generative plugins and Weave on one canvas.

  • Figma Motion arrives with a full timeline and keyframes that any teammate can pick up and refine.

  • The agent powering the whole slate went live for every Figma user this week.

Details:

Figma Motion lets you hand the agent a prompt and get a working animation back, then export it straight to CSS, React or MP4. The same agent runs across the rest of the drop, surfacing shader controls right on the canvas and standing up generative plugins and Weave workflows without a line of code. All of it backs a single bet from Figma, that designers will keep pushing creative limits AI cannot reach on its own.

Why It Matters:

Figma's bet runs straight to the individual designer, since the AI that animates a frame or builds a plugin takes on the slow production work that fills a normal day. For anyone who designs, that frees hours for the creative calls and widens how much one person can carry alone.

Your best prompts are the ones you'd never bother typing.

The detailed ones. The ones with examples and edge cases. Wispr Flow lets you speak them instead — clean, structured, ready to paste into any AI tool. Free on Mac, Windows, and iPhone.

Evolving AI: Intercept is a new fund built to end the colds and flu that make you sick every winter.

Key Points:

  • Stripe organized the $500M effort, with money from Anthropic, the OpenAI Foundation, Flu Lab, Bill Gates, and a group of Jane Street traders.

  • The goal is to dramatically cut common colds and flu, and one day wipe them out.

  • It backs two products, a broad-spectrum shot or spray that blocks many viruses at once and air-cleaning tech for offices and schools.

Details:

Stripe executives Nan Ransohoff and Charlie Petty are running the effort after gathering about 40 scientists last August to test whether ending common respiratory viruses is realistic.The fund backs early drug and air-cleaning projects, betting that new protein design and immunology tools make broad protection possible. These infections cost the world nearly $600B a year and keep people sick for roughly 5% of their lives.

Why It Matters:

Anthropic and OpenAI built their names on chatbots, so seeing them fund virus research shows how fast the AI behind them is spilling into biology and drug work. For most people the payoff is concrete, the same wave of AI reshaping daily work could also cut into the sick weeks that quietly take a slice of every year.

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