OpenAI Says New Jalapeno Chips Outperformed Nvidia in Testing
THE SO WHAT
If OpenAI’s Jalapeno silicon beats current Nvidia parts on both performance-per-watt and latency, the center of gravity in AI infra shifts further toward vertically integrated, model-specific hardware. For buyers, the risk is vendor lock-in versus cost/perf gains—start modeling scenarios where your primary model provider also controls the chip stack.
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