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Jalapeños have a funny way of waking things up. A little heat, and suddenly an ordinary meal has a whole lot more kick. Something similar is happening in the AI chip market, where OpenAI’s custom inference chip, Jalapeño, has been adding plenty of spice lately.
The excitement is not just because OpenAI is stepping into the custom-chip game. In testing, Jalapeño has even outperformed Nvidia Corporation’s (NVDA) Blackwell in some scenarios, spotlighting what specialized AI chips could bring to the table. And it’s a sign that the AI hardware race could be getting a lot more interesting.
