Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
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 with Jalapeño, 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. 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.
Key Takeaways
- Founder Summit ticket savings of up to $190 end June 26.
- The goal is less of a clean break and more of a 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's Equity podcast, 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.
- Theresa Loconsolo is an audio producer at TechCrunch focusing on Equity, the network's flagship podcast.
Before joining TechCrunch in 2022, she was one of 2 producers at a four-station conglomerate where she wrote, recorded, voiced and edited content, and engineered live performances and interviews from guests like lovelytheband.
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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. Founder Summit ticket savings of up to $190 end June 26.
Join 1,000+ founders and VCs for all-day bootcamp. 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 with Jalapeño, 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 goal is less of a clean break and more of a 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's Equity podcast, 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.
For more details please read the original article at TechCrunch AI.
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