Jalapeno chip shows strength, revealing Nvidia's inference architecture weaknesses
beffjezos · x · 2026-08-26
A commentator noted that OpenAI has demonstrated it is easier to beat Nvidia than it looks. Nvidia's micro-architecture is not designed for inference and is suboptimal in many ways, relying on CoWoS and HBM supply locks to maintain its moat. The strong performance of Jalapeno proves what is possible for the ecosystem, though this is just the start with more accelerators expected.
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