Nvidia has dominated the AI chip market for years, but the era of total dependence may be coming to an end.
OpenAI recently unveiled plans to spice things up with Jalapeño, its first custom inference chip built in collaboration with Broadcom. The move joins Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less a clean break and more a strategic hedge. Custom silicon offers greater control, hardware tuned to specific workloads, and the kind of performance gains Apple unlocked when it ditched Intel.
On this episode of TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what the custom chip trend means for the industry – plus a few deals of the week worth watching.
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via TechCrunch AI