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OpenAI’s Jalapeño AI Chip Poses New Challenge to Nvidia Margins as Custom Silicon Gains Momentum

OpenAI recently introduced its first AI chip, the Jalapeño, highlighting its industry-leading speed and efficiency.

Major tech companies like Google, AWS, and Meta are also working on their own AI chips.

Nvidia’s stock price has surged due to the expanding data center infrastructure, driving high demand for its chips used in model training and inference key processes for AI systems’ daily operations.

Meanwhile, large-scale cloud providers and AI firms are increasingly advancing their own silicon to support AI development.

Source (CNBC)

SourceCNBC
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