Science & Technology
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…
CNET
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CNET
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CNET
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@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!
@---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.
@TheBHAitken
June 28, 2026 at 11:00 am
LOL Nvidia/Jensen forgot that AI designs chips….
@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).
@anthenslawyergr
June 28, 2026 at 4:18 pm
History keeps repeating its self whoever owns the stack usually owns de margin🤔💯