Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)

Nvidia has dominated the artificial intelligence chip market for nearly a decade, but that monopoly faces new pressure. According to TechCrunch, OpenAI just unveiled Jalapeño, a custom inference chip built with Broadcom. The move puts OpenAI alongside Google, Apple, and SpaceX—all building their own chips to reduce reliance on a single supplier. It's a sign of a maturing market where major technology companies increasingly want control over their computing infrastructure rather than paying premium prices for Nvidia's standard processors.

Listen to this story

Hear this and more stories in a personalized audio briefing.

Open The Chonkerton