OpenAI Jalapeño puts NVIDIA's inference margins on the clock

Automated excerpt

Jalapeño gives OpenAI a credible way to move repeated, high-volume inference onto hardware it controls. Short version: Jalapeño is an inference ASIC co-developed by OpenAI and Broadcom. If OpenAI needs more inference than every supplier can deliver, Jalapeño adds capacity instead of subtracting NVIDIA demand.

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