AGI Dreams Podcast – June 24, 2026

AGI Dreams – Open, Uncensored, & Local - AI News Digest · Jun 25, 2026 · 16m · transcript

AI Silicon Gets Bespoke

In this episode:

AI Silicon Gets Bespoke — OpenAI unveiled Jalapeño, its first custom inference chip built with Broadcom, while Qualcomm announced a $3.92B acquisition of Modular to challenge NVIDIA's CUDA moat. NVIDIA responded with Rubin's 100% liquid-cooled architecture, eliminating fans and saving millions annually at hyperscale facilities.

The Open-Weight Surge — GLM-5.2 became the first open model competitive with Opus 4.8 on agentic coding, narrowing the open-closed gap to ~6.8 months. Poolside shipped Laguna M.1 (225B MoE) under Apache 2.0, Mimo 2.5…