Gavin Baker on OpenAI chips: Jalapeño struggles against GPU economics
GavinSBaker · x · 2026-08-27
Gavin Baker analyzes that ultrafast computing at scale may still rely on GPUs and CS-4/5. OpenAI's Jalapeño chip is not financeable at rates comparable to GPUs and likely lacks significant wafer allocation over the next two years. Despite this, Jalapeño remains an impressive achievement for OpenAI.
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