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Everyone from OpenAI to SpaceX is building their own chips | Equity Podcast

OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clean break and more of a hedge. Custom silicon means more control, hardware…

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

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

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Chapters:

00:00 Intro

01:28 OpenAI’s Jalapeno chip and the race for custom silicon

07:33 Memory chip crunch and rising costs for consumers

09:12 Nvidia, Grok, and the neocloud pivot

13:18 What’s the point of data centers in space?

18:25 AI agent loops: hype or next big thing?

27:56 Agility Robotics goes public via SPAC

32:49 A24 takes Google DeepMind investment

35:47 Outro

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5 Comments

5 Comments

  1. @Cloudshalla

    June 27, 2026 at 11:28 pm

    Loved this video on “Everyone from OpenAI to SpaceX is building their own chips”. If anyone is looking for cloud jobs, CloudShalla has a ton of listings right now. Keep it up!

  2. @---jc7pi

    June 28, 2026 at 8:20 am

    They still have to go to TSMC, so they save some amount of margin but really not that much. And if its just a few % worse, its going to cost them billions. Also, wants you go there, you have to keep doing it every 2 years.

  3. @TheBHAitken

    June 28, 2026 at 11:00 am

    LOL Nvidia/Jensen forgot that AI designs chips….

  4. @davidlt

    June 28, 2026 at 2:49 pm

    Since most model providers have or will have soonish a good enough intelligence we are moving from “more training hardware” to “more inference hardware”. All major hyperscalers have their own chips, even Google split their TPUs into training and inference instead of one. You are selling inference (tokens, and tokens/s) so you want to be more vertically integrated here, optimize it as much as possible to get profitability (hopefully).

  5. @anthenslawyergr

    June 28, 2026 at 4:18 pm

    History keeps repeating its self whoever owns the stack usually owns de margin🤔💯

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CNET

Hidden Clues in Apple’s iPhone 18 Event Invite | One More Thing

What clues can we guess from Apple’s iPhone 18 event invite? 🕵️‍♀️ CNET’s Bridget Carey is on the case! #apple #onemorething #tech #iphone #appleevent Add CNET as a trusted news source Never miss a deal again! See CNET’s browser extension 👉 Check out CNET’s Amazon Storefront: Subscribe to CNET on YouTube: Follow us on TikTok:…

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What clues can we guess from Apple’s iPhone 18 event invite? 🕵️‍♀️ CNET’s Bridget Carey is on the case! #apple #onemorething #tech #iphone #appleevent

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CNET

You Can Bulk Up GoPro’s New Action Camera For Cinematic Videos

Truly cinematic footage from something that fits in your pocket? GoPro has itself a winner. CNET Editor at Large Andrew Lanxon went around Scotland with GoPro’s Mission 1 ILS action camera and here are the results. 🎥 Video Credits: Host: Andrew Lanxon Producer: Tara Brown Videographer: Andrew Lanxon, Cal Hallows Editor: Jon Gomez Add CNET…

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Truly cinematic footage from something that fits in your pocket? GoPro has itself a winner. CNET Editor at Large Andrew Lanxon went around Scotland with GoPro’s Mission 1 ILS action camera and here are the results. 🎥

Video Credits:
Host: Andrew Lanxon
Producer: Tara Brown
Videographer: Andrew Lanxon, Cal Hallows
Editor: Jon Gomez

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#gopro #firstlook #gopromission1ils #cinematic #actioncamera

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CNET

I Shot a Whole YouTube Video on GoPro’s Interchangeable Lens Camera. It Was Awesome

I put GoPro’s Mission 1 Pro ILS camera to the test in Edinburgh, shooting the most professional-looking video I could manage for my YouTube channel. Spoiler alert: It came out great. 0:00 Intro 0:20 What is the GoPro Mission 1 Pro ILS 0:48 Why I Love It 1:09 The Stats 1:18 Color Profile 1:29 Shooting…

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I put GoPro’s Mission 1 Pro ILS camera to the test in Edinburgh, shooting the most professional-looking video I could manage for my YouTube channel. Spoiler alert: It came out great.

0:00 Intro
0:20 What is the GoPro Mission 1 Pro ILS
0:48 Why I Love It
1:09 The Stats
1:18 Color Profile
1:29 Shooting a Youtube Video
2:53 Using Real Cinema and Photographic Lenses
4:23 The Bad
6:24 The Most Ridiculous Setup
6:48 Who is this Camera for?

Video Credits:
Host: Andrew Lanxon
Scripted by: Andrew Lanxon
Producer: Andrew Lanxon
Camera: Andrew Lanxon, Cal Hallows
Video Editor: Andrew Lanxon, Numi Prasarn
Thumbnail Designer: Jeffrey Hazelwood

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#gopro #gopromission1proils #gopromission1pro

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