The alt text of the first image describes it as the "Jalapeño inference chip".

As a non-RTFA-er. I'm assuming it's a wafer-scale chip, similar to the ones made by Cerebras.

EDIT: From TechRadar[0]: "The 300mm wafer that both CEOs are holding will generate about 50 to 60 ASICs."

[0] https://www.techradar.com/pro/broadcom-and-openai-debut-jala...

That made me chuckle but I guess if you have never seen one I could see how that assumption could be made.

If this photo is real I wonder what can be revealed about the approach they have taken by analyzing the architecture of what we can see.

For reticle-limit chips, it's on the order of 100. And less than that once you filter out bad dies.

Everybody here knows that.

What some don't know (including you) is that the industry is doing wafer-sized chips nowadays, of which Cerebras is the flagship company.

That's why the stock movement could be related, and that is why GP wrote that comment.