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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

Apple Brings M6 Updates to MacBook Pro and iMac Lines

Mostly same same, but a little bit different. 💻🖥️ On the heels of Apple’s new iPad Mini, Apple has turned its attention to its Mac lineup. Unlike the iPad Mini that received an OLED display and a water-resistant design, today’s Mac updates are mere spec bumps. But Apple’s Pro and Tell week isn’t over. It…

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Mostly same same, but a little bit different. 💻🖥️

On the heels of Apple’s new iPad Mini, Apple has turned its attention to its Mac lineup. Unlike the iPad Mini that received an OLED display and a water-resistant design, today’s Mac updates are mere spec bumps.

But Apple’s Pro and Tell week isn’t over. It will culminate with tomorrow’s special event in Los Angeles, where Apple is expected to reveal the long-awaited touchscreen MacBook Pro.

CNET Senior Editor Matt Elliott is here to run through what you need to know about this M6 Mac update. #apple #m6imac #firstlook #proandtell #m6macbookpro

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iPhone Duo Livestream: How Many Folds Can Apple’s Phone Take? Day 2

Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors…

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Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors online to answer any of your questions.

Read more about the iPhone Duo Folding Test on CNET.com
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iPhone Duo Review: Late to the Foldable Party, but It Steals the Show

Video Credits:
Host: Matthew Murray
Producer: Stephen Beacham
Thumbnail Designer: Zooey Liao

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#apple #iphone #iphonefold #iphoneduo #applefoldable #foldablephone #foldable #folding

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Fold-A-Phone Day 2: We Hit 75K Folds!

Join us live Monday through Friday at 1pm ET through 5pm ET to get your questions answered, as well as more phone folding ASMR. #foldaphone #allthingsmobile #iphoneduo #stresstest #apple

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Join us live Monday through Friday at 1pm ET through 5pm ET to get your questions answered, as well as more phone folding ASMR. #foldaphone #allthingsmobile #iphoneduo #stresstest #apple

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