UBS sees OpenAI's Jalapeno volumes quadrupling to 600-700K units in 2027
Beth_Kindig · x · 2026-10-05
Per UBS, OpenAI's Jalapeno volumes are expected to more than quadruple, rising from 150K units in 2026 to 600-700K units in 2027 — a notable datapoint for $AVGO, $NVDA and $AMD amid the custom-silicon buildout.
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