infra
Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
June 27, 2026
OpenAI has shared plans for Jalapeño, a custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in developing in-house chips as an alternative to relying on Nvidia. The move signals that major AI and hardware companies are trying to reduce single-supplier risk and gain more control over cost, performance, and supply.
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 […]
Source: techcrunch.com