Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.
OpenAI just shared its plans to spice things up withJalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goalislessofa clean breakand more ofa hedge. Custom silicon means more control, hardware tuned to specific needs, and the kind of performance gains Apple unlocked when it ditched Intel.
On this episode of TechCrunch’sEquitypodcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what the custom chip trend means for the industry and a few deals of the week worth watching.
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