MINUTES
About Minutes
Back to latest

TechOpenAI’s Jalapeño AI chip poses new ‘threat’ to Nvidia margins as custom silicon advances

OpenAI’s Jalapeño chip outperformed Nvidia’s Blackwell systems in key inference-efficiency tests, as custom AI silicon gains traction among major technology companies and puts new pressure on Nvidia’s margins.

OpenAIAI chipsNvidiacustom silicon

CCNBC★★☆☆☆2026-08-26 13:27Original

OpenAI’s Jalapeño AI chip poses new ‘threat’ to Nvidia margins as custom silicon advances
OpenAI’s Jalapeño AI chip poses new ‘threat’ to Nvidia margins as custom silicon advancesTech