tech
Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
Watch as Equity explains into what the custom chip trend means for the industry, AI 'loops,' and a few deals of the week worth watching, including one humanoid robotics company getting ready to test the public markets.
TL;DR
- OpenAI is developing its own custom inference chip, Jalapeño, with Broadcom.
- This move is part of a larger trend of companies building their own silicon to reduce reliance on single suppliers like Nvidia.
- Other companies building custom chips include Google, Apple, and SpaceX.
- The goal of custom silicon is to achieve greater control and optimize hardware for specific needs, leading to performance gains.
- The trend poses a challenge to Nvidia's dominance in the AI chip market.