Nvidia has dominated the AI chip market for years, but the era of complete dependence may be coming to an end.
OpenAI just shared its plan to spice things up Jalapeno, its custom inference chip built with BroadcomGoogle is joining Apple and SpaceX among the growing list of companies looking to move out of single-supplier risk. The goal is less of a clean break and more of a defense. Custom silicon means more control, hardware tailored to specific needs, and unlocking the kind of performance Apple achieved after leaving Intel.
In this episode of TechCrunch equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane discuss what the custom chip trend means for the industry and some of the deals of the week worth checking out.
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