🤖 OpenAI And Broadcom Unveil “Jalapeño”

🌶️ OpenAI And Broadcom Unveil “Jalapeño”

📈 Should You Buy, Hold, or Sell It?

📍 6 AI Stock Sectors

🛠️ 5 Trending Tools

🥪 4 Brief Bites

💰 3 Funding Frontlines

💼 4 Job Opportunities

A context window refers to the number of tokens a language model like ChatGPT, Claude, or Gemini can handle when generating a useful response. A token is a unit of text, such as a word or part of a word, that language models process to understand inputs and generate outputs. For example, “carefully” might be broken into three tokens: “care,” “ful,” and “ly.”

AI inference refers to how well a language model can apply the information it was trained on to generate a useful response. Imagine asking ChatGPT: “Summarize this article in three bullet points!” AI inference is the reasoning ChatGPT performs to generate that bulleted summary. AI inference becomes more challenging as the context window expands.

In other words, the more information you give a language model to work with, the harder it becomes for that language model to quickly, accurately, and consistently generate a useful response. So, why does this happen? When language models process huge amounts of tokens, they hit a computational wall, rapidly exhausting the memory and bandwidth of GPUs.

“Jalapeño” is an LLM-optimized intelligence processor that’s designed to address this computational wall by tailoring the memory, networking, and serving precisely for AI inference. “The world is moving to a compute-powered economy,” said OpenAI Chair, President, and Co-Founder Greg Brockman.

“Jalapeño” enables ChatGPT to process significantly larger amounts of tokens while maintaining continuous context across chats without compromising on speed or accuracy. Early lab tests indicate it’s substantially better than general-purpose GPUs at the rate of computations performed for every watt of power consumed.

OpenAI’s trying to distance itself from NVIDIA’s eye-watering profit margins by reducing reliance on general-purpose GPUs. NVIDIA commands profit margins upward of 75% for H100, H200, and GB200 Grace Blackwell Superchips.

On Monday, Bloom Energy’s stock soared 5.15% to close at an all-time high of $345.85 per share, up 298.03% since the start of this year. For context, the S&P 500 is up just 9.16% over the same period. Bloom Energy delivered better-than-expected quarterly results, with Q1 FY2026 revenue hitting $751.1 million, up 134% YoY.

Bloom Energy achieved a non-GAAP EPS of $0.44 versus the expected $0.13. In simple terms, Wall Street expected the profit on a per-share basis to be $0.13, but Bloom Energy crushed those expectations. Bloom Energy anticipates making at least $3.4 billion this year, with a 34% non-GAAP gross margin, meaning they keep $0.34 for every dollar of revenue they earn before OpEx.

Bloom Energy has $20 billion worth of customer commitments, securing tons of future business. So, where does the stock’s valuation break? Bloom Energy’s stock trades at 38x trailing sales with 161x forward earnings, meaning investors are paying a massive premium to own the stock today.

Bloom Energy’s EV/EBITDA, a key financial metric for evaluating the value of a company by including debt and excluding cash, currently sits within the range of 834 to 877, meaning it would take at least 834 years of Bloom Energy’s current cash earnings to equal its overall company value. In other words, investors are aggressively betting on future profitability.

It’s also important to note that insiders sold a lot of stock. John Chambers, former CEO of Cisco who serves on the Board of Directors, recently sold 55,000 shares worth $16.37 million. Shawn Soderberg, Chief Legal Officer and Corporate Secretary, recently unloaded 2,842 shares worth $820,286. These recent selloffs suggest a handful of insiders believe Bloom Energy’s stock is near its peak.

Bloom Energy’s stock rallied 25.99% within the last week alone. The Wall Street consensus stock price is $263.65 per share, implying a potential 23.77% downside. But the bullish belief is real, with Bloom Energy quickly becoming the “go-to choice for on-site power.” According to Stock Analysis, the ratings are buy-biased overall, with 9 strong buys, 5 buys, 12 holds, and 2 strong sells.

Bloom Energy’s secret sauce lies in its proprietary solid oxide fuel cells that generate electricity through an electrochemical reaction that doesn’t require “combustion”: burning fuel to create heat that’s converted into mechanical energy to generate electricity. Typically, machines are picky about their fuel. For example, a diesel car won’t run on gasoline. The proprietary solid oxide fuel cells are “fuel-flexible,” running on “natural gas, biogas, hydrogen, or blends of these fuels.”

Fika Jobs raised a $4M Pre-Seed Round for AI job interview videos.

Tetrix closed a $15M Series A for an investment intelligence platform.

Isometric landed a $40M Series A for an agentic certification program.

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