Nvidia has long held a commanding position in the AI chip market, but the days of total reliance on a single supplier may be drawing to a close. OpenAI has just unveiled its plans to shake things up with **Jalapeño**, a custom inference chip developed in partnership with Broadcom. This move places OpenAI alongside Google, Apple, and SpaceX in a growing trend of companies building their own hardware to reduce dependence on one provider.

The strategy here isn't about making a clean break—it's more of a calculated hedge. Custom silicon offers greater control, hardware tailored to specific needs, and the kind of performance gains Apple experienced when it moved away from Intel.

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