AMD Money Flow Hits +0.169 as Broadcom Debuts Jalapeño AI Chip
AMD•Broadcom built OpenAI’s Jalapeño AI chip in nine months but large investors are rotating capital into AMD (Chaikin Money Flow +0.169) and Micron. Qualcomm’s detailed data-center AI SoC push and Nvidia’s increasing AI-capex confidence with Vera Rubin production heighten competition for AMD’s data-center processor market share.
1. Broadcom’s Rapid Jalapeño Launch and Money Flow Shift
Broadcom co-designed and manufactured OpenAI’s Jalapeño AI inference chip in nine months, demonstrating its ASIC model but failing to attract institutional buying. Chaikin Money Flow data shows AMD’s reading at +0.169, signaling accumulation by large investors while Broadcom experiences distribution.
2. Qualcomm’s Data-Center AI SoC Strategy
Executive remarks hinted at advanced hyperscaler discussions before Qualcomm’s investor day unveiled AI inference-optimized SoCs with HUMAIN as a launch customer targeting 2026 deployment. This initiative marks a potential multibillion-dollar revenue stream and intensifies competition against AMD in the data-center AI processor segment.
3. Nvidia’s AI-Capex Confidence and AMD Implications
Nvidia rallied near $200 after Micron’s record earnings boosted AI capital-expenditure outlook and confirmed full production of the Vera Rubin architecture. Rising competition, margin pressure from memory suppliers, and export-control risks underscore both the challenges and opportunities AMD faces in sustaining its data-center growth.
