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 full adoption may be coming to an end.

OpenAI just shared its plans to spice things up Jalapeño, a custom inference chip built with Broadcomjoining Google, Apple and SpaceX on a growing list of companies working 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 saw when it ditched Intel.

In this episode of TechCrunch justice Podcast, hosts Kirsten Korosek, Anthony Ha, and Sean O’Kane explore what the custom chip trend means for the industry and some weekly deals worth watching.

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