Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)

Nvidia has dominated the AI ​​chip market for years, but the era of total dependency could be coming to an end.

OpenAI just shared its plans to spice things up with Jalapeño, the custom inference chip built in partnership with Broadcom, joining Google, Apple and SpaceX in a growing list of companies working their way out of single-vendor risk. The goal is less of a clean break and more of a hedge. Custom silicon means more control, hardware tailored to specific needs, and the kind of performance gains Apple achieved as it left Intel behind.

In this episode of TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dive deeper into what the custom chip trend means for the industry and a few deals of the week worth watching.

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