Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
THE SO WHAT
When OpenAI, Google, Apple, and SpaceX all pursue custom silicon — like OpenAI’s Jalapeño inference chip with Broadcom — the center of gravity shifts from general-purpose GPUs to vertically tuned stacks. If you’re a large AI buyer, start mapping where custom chips could de-risk supply, cost, or latency over the next 2–4 years.
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