tech
OpenAI's Jalapeño chip is Big Tech's spiciest move away from Nvidia
Equity digs into what the custom chip trend means for the industry, AI 'loops,' and a few deals of the week worth watching.
TL;DR
- OpenAI is developing its custom inference chip, Jalapeño, with Broadcom.
- Companies like Google, Apple, and SpaceX are also building their own custom silicon.
- The goal is to reduce dependence on Nvidia and gain more control over hardware.
- Custom chips allow for hardware tuned to specific needs and potential performance gains.
- The Equity podcast discusses the implications of this custom chip trend and other tech deals.