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OpenAI Just Built Its Own Chip. NVIDIA Should Be Worried.
OpenAI unveils Jalapeño, its first custom AI chip built with Broadcom — an inference processor that cuts costs 50% and signals the beginning of the end for GPU monoculture.
OpenAI took the wraps off its first custom silicon on Tuesday — an inference processor codenamed Jalapeño, co-designed and manufactured with Broadcom. The chip is built for one thing: running already-trained models as cheaply as possible. Early testing shows it delivers 50% lower cost versus typical GPUs.
OpenAI president Greg Brockman: "We have really been looking for specific workloads that are underserved, and asking how can we build something that will accelerate what is possible." The chip is the first output of a 10-gigawatt Broadcom partnership, with rack deployments beginning H2 2026.
Broadcom CEO Hock Tan did not mince words: "Every frontier lab will have a custom chip." Google has TPUs. Amazon has Trainium. Now OpenAI has Jalapeño. Real-time coding models are expected to be the first major workload.
Nine months from design to tape-out — believed the fastest ASIC cycle ever for high-performance semiconductors. Engineering samples are already running GPT-5.3-Codex-Spark at production frequency and power.
OpenAI just built its own芯片，NVIDIA应该担心。
OpenAI发布Jalapeño，首款由Broadcom定制的人工智能芯片——一种能将成本降低50%的[K 推理处理器，标志着GPU垄断的终结。
← 昨日夜報 · 2026-06-25 12:00 UTC 奥恩維亞剛剛自己打造了一顆芯片。 NVIDIA 聲[K 稱應該感到擔憂。奧恩維亞公開了它的第一個定制AI芯片——雅關茄，這是與Broadcom合[K 作設計的推理處理器，能將成本降低50%，標誌著GPU單一主宰時代的終結開始。奧恩維[K 亞於周二揭曉了第一個自製晶片——代號為雅關茄的推理處理器，是與Broadcom共同設計[K 的。
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