【OpenAI’s in-house chip exposed! Directly targets Nvidia’s soft spot 🍔⚡🔥】
Nvidia’s competitor is here—still an old familiar name.
OpenAI’s in-house chip, codenamed Jalapeño.
In key inference efficiency tests, it directly outperforms and beats Nvidia’s Blackwell system.
Custom-designed chips are quietly becoming popular across major manufacturers.
The era of customized silicon might really be coming.
This move carries quite a lot of information.
No matter how strong general-purpose chips get, they can’t compete with the targeted optimizations of specialized chips.
For a player like OpenAI, which burns massive inference compute every day, saving even a little is astronomical.
Once the in-house chip matures, Nvidia’s pricing power will need to be pried loose.
The profit-margin story won’t last too long.
If this trend takes shape, the impact will be far-reaching.
As chips shift from general-purpose to specialized, the cost structure will be changed completely.
Nvidia’s high profit margins will inevitably face pressure.
The oligopoly landscape is being torn open with a crack.
The best is yet to come.
📌 Major manufacturers’ in-house chips rise together—Nvidia’s monopoly moat shows cracks, and the AI chip market is shifting from one dominant player to diversified competition.
Group chat: Tap the card below to join the group and get strategies every day
➕ Fan group gets strategies!🔥 Every day, I’ll help you understand crypto-market hotspots and how institutional funds flow, in the simplest way possible, so you can seize the next opportunity!🚀加入社群领取策略
Nvidia’s competitor is here—still an old familiar name.
OpenAI’s in-house chip, codenamed Jalapeño.
In key inference efficiency tests, it directly outperforms and beats Nvidia’s Blackwell system.
Custom-designed chips are quietly becoming popular across major manufacturers.
The era of customized silicon might really be coming.
This move carries quite a lot of information.
No matter how strong general-purpose chips get, they can’t compete with the targeted optimizations of specialized chips.
For a player like OpenAI, which burns massive inference compute every day, saving even a little is astronomical.
Once the in-house chip matures, Nvidia’s pricing power will need to be pried loose.
The profit-margin story won’t last too long.
If this trend takes shape, the impact will be far-reaching.
As chips shift from general-purpose to specialized, the cost structure will be changed completely.
Nvidia’s high profit margins will inevitably face pressure.
The oligopoly landscape is being torn open with a crack.
The best is yet to come.
📌 Major manufacturers’ in-house chips rise together—Nvidia’s monopoly moat shows cracks, and the AI chip market is shifting from one dominant player to diversified competition.
Group chat: Tap the card below to join the group and get strategies every day
➕ Fan group gets strategies!🔥 Every day, I’ll help you understand crypto-market hotspots and how institutional funds flow, in the simplest way possible, so you can seize the next opportunity!🚀加入社群领取策略
