OpenAI just shared its plans to spice things up with Jalape\u00f1o, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clean break and more of a hedge. Custom silicon means more control, hardware tuned to specific needs, and the kind of performance gains Apple unlocked when it ditched Intel. <\/p>\n
On this episode of TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what the custom chip trend means for the industry and a few deals of the week.<\/p>\n
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. <\/p>\n
Chapters: <\/p>\n
00:00 Intro <\/p>\n
01:28 OpenAI’s Jalapeno chip and the race for custom silicon <\/p>\n
07:33 Memory chip crunch and rising costs for consumers <\/p>\n
09:12 Nvidia, Grok, and the neocloud pivot <\/p>\n
13:18 What\u2019s the point of data centers in space? <\/p>\n
18:25 AI agent loops: hype or next big thing? <\/p>\n
27:56 Agility Robotics goes public via SPAC <\/p>\n
32:49 A24 takes Google DeepMind investment <\/p>\n
35:47 Outro<\/p>\n","protected":false},"excerpt":{"rendered":"
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