Jun 24, 2026 · 2:03 PM
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OpenAI and Broadcom unveil Jalapeño, a custom inference chip that puts Nvidia's pricing power on notice
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OpenAI and Broadcom unveil Jalapeño, a custom inference chip that puts Nvidia's pricing power on notice
OpenAI and Broadcom unveiled Jalapeño on June 24, OpenAI's first custom AI inference chip, designed from scratch in nine months and targeting substantially better performance-per-watt than Nvidia's current GPUs. The announcement comes with a commitment to deploy 10 gigawatts of OpenAI-designed accelerators with Microsoft through 2029, and signals a structural shift in how the largest AI operators think about inference economics.
Walter Schulze
5 min read
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