🌶️ OpenAI's chip just humbled Nvidia
OpenAI's first in-house inference chip, "Jalapeño," reportedly beats both Blackwell and even unreleased Rubin on throughput and efficiency, per SemiAnalysis benchmarks at Hot Chips.
First-gen chips are never supposed to be competitive. This one is.
If it holds up in production, the entire AI compute stack just got a second supplier that matters.
Nvidia's moat was never just silicon, it was nobody else shipping. That excuse is gone.
1August 25, 2026 150 2
