Report: OpenAI's 'Jalapeño' ASIC Could Outperform Nvidia Blackwell in TCO and Efficiency
ivan_bezdomny · x · 2026-08-26
SemiAnalysis reports that OpenAI is developing a custom in-house ASIC codenamed 'Jalapeño.' The analysis compares the chip's TCO and throughput per MW against Nvidia's Blackwell and upcoming Rubin architectures, suggesting significant potential advantages in performance and cost-efficiency. Nvidia stock rose following the news.
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