Devices · 2h ago
OpenAI, SpaceX, and others build custom chips to challenge Nvidia's AI dominance
OpenAI announced Jalapeño, a custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in developing in-house silicon. These companies aim to reduce reliance on Nvidia, which has dominated the AI chip market. The trend signals a shift toward vertical integration in AI hardware.
Meridian48 take
While Nvidia's lead remains formidable, the growing list of custom chip projects suggests the era of single-supplier dependence may be waning, though mass adoption is years away.
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Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia) →
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