Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
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.
View Cached Full Text
Cached at: 06/26/26, 08:21 PM
Similar Articles
OpenAI’s Jalapeño chip is Big Tech’s spiciest move away from Nvidia
OpenAI unveiled its custom inference chip called Jalapeño, built with Broadcom, marking a significant move by Big Tech to reduce dependence on Nvidia.
The Hardware Coup: Why AI Hardware Just Changed Forever (3 minute read)
Recent advancements in AI hardware, including custom chips from OpenAI, Etched, Amazon, and SambaNova, mark a significant shift towards specialized ASICs for AI workloads, promising major efficiency gains and challenging Nvidia's dominance.
OpenAI Unveils Custom Chip It Designed With Broadcom to Boost Its AI Infrastructure
OpenAI announces a custom chip designed in collaboration with Broadcom to enhance its AI infrastructure.
The AI war is moving from models to machines and I don’t think enough people are talking about it
A commentary arguing that the AI competition is shifting from model quality to hardware placement and infrastructure, highlighting Microsoft's Project Solara, NVIDIA's RTX Spark, and ByteDance's custom CPU efforts as signs that agentic workloads are driving new silicon and deployment strategies.
Nvidia Wants to Own Every Chip Inside AI Data Centers
Nvidia is promoting its new Vera Rubin chip system, which combines GPUs and CPUs, aiming to supply complete AI systems for data centers; OpenAI already has a rack in use.