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OpenAI custom AI chip development

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FIRST ENTRY AUG 26
AUG 26 · Day 1

OpenAI's Jalapeño AI chip challenges Nvidia margins

SemiAnalysis stated that Nvidia's Rubin platform is a better like-for-like comparison for Jalapeño because it also uses HBM4.

Adrien Sanchez stated that OpenAI had been one of the largest single consumers of Nvidia GPUs.

The Jalapeño chip is designed for inference.

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