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

TechCrunch AI News

Summary

TechCrunch reports on the growing trend of major AI companies like OpenAI and SpaceX developing custom chips to reduce reliance on Nvidia, featuring a podcast discussion with hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane.

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 […]
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# Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia) | TechCrunch Source: [https://techcrunch.com/video/why-everyone-from-openai-to-spacex-is-building-their-own-chips-and-turning-up-the-heat-on-nvidia/](https://techcrunch.com/video/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](https://techcrunch.com/2026/06/24/openai-unveils-its-first-custom-chip-built-by-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](https://techcrunch.com/podcasts/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\. Subscribe to Equity on[YouTube](https://www.youtube.com/@TechCrunch),[Apple Podcasts](https://itunes.apple.com/us/podcast/id1215439780),[Overcast](https://overcast.fm/itunes1215439780/equity),[Spotify](https://open.spotify.com/show/5IEYLip3eDppcOmy5DmphC?si=rZDFHv2sQUul_g94iCRgpQ)and all the casts\. You also can follow Equity on[X](https://twitter.com/EquityPod)and[Threads](https://www.threads.net/@equitypod), at @EquityPod\. Topics [a24](https://techcrunch.com/tag/a24/),[agility](https://techcrunch.com/tag/agility/),[AI](https://techcrunch.com/category/artificial-intelligence/),[AI](https://techcrunch.com/tag/ai/),[AI chips](https://techcrunch.com/tag/ai-chips/),[AI loops](https://techcrunch.com/tag/ai-loops/),[Anthropic](https://techcrunch.com/tag/anthropic/),[custom silicon](https://techcrunch.com/tag/custom-silicon/),[Equity Video](https://techcrunch.com/tag/equity-video/),[groq](https://techcrunch.com/tag/groq/),[humanoid robots](https://techcrunch.com/tag/humanoid-robots/),[nvidia](https://techcrunch.com/tag/nvidia/),[OpenAI](https://techcrunch.com/tag/openai/),[SPAC](https://techcrunch.com/tag/spac/) 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\. Theresa is based in New Jersey and holds a bachelors degree in Communication from Monmouth University\. You can contact or verify outreach from Theresa by emailing[theresa\.loconsolo@techcrunch\.com](mailto:[email protected])\. [View Bio](https://techcrunch.com/author/theresa-loconsolo/) ## Most Popular ### Newsletters Subscribe for the industry’s biggest tech news ## Related

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