OpenAI, Anthropic, Stripe, and Bill Gates jointly committed $500 million to Intercept, a new organization aiming to eliminate all respiratory viruses. OpenAI also designed a custom chip called "Jalapeño" with Broadcom, described as "purpose-built for LLM workloads powering ChatGPT, Codex API, future agentic products." Co-host John Coogan noted that many are calling it "the first chip designed with AI agents in the loop so you can write the instruction set much quicker." Broadcom, which already runs the custom ASIC playbook for Google's TPU, reported AI semiconductor revenue of $10.80 billion, up 143% year-over-year, with Q3 guidance pointing to roughly $16.00 billion in AI semi revenue. CLSA recently called out "clarity in Broadcom's custom ASIC roadmap" with "potential 30% upside to AI semiconductor revenue guidance." Shares have had a rough month, down 13.33% over the trailing thirty days, though the one-year picture remains a 36.1% gain. OpenAI's 40% DRAM wafer lock-up through 2029 makes Micron a direct beneficiary. Sam Altman is transforming OpenAI from a model lab into a vertically integrated empire controlling silicon, memory, and now human biology.