OpenAI's Jalapeño chip wasn't AI-designed: 100+ ex-Google TPU engineers and Broadcom were

JFPuget · x · 2026-09-17

Pushing back on the narrative that OpenAI's Jalapeño chip was designed autonomously by AI, engineer jmartinprin lays out the real story: OpenAI hired 100+ engineers from Google's TPU team, co-designed the chip with Broadcom, benefits from faster HBM4 vs Blackwell's HBM3E, and made aggressive architectural tradeoffs (no complex scheduler) that will hurt it in scenarios like model disaggregation. The models mainly accelerated development rather than inventing the architecture. Context: an investor liquidated his Nvidia position arguing self-improving AI will erode Nvidia's moat.

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