OpenAI’s Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground
Reported by CNBC · cnbc.com · August 26, 2026
OpenAI’s Jalapeño chip beat Nvidia Blackwell systems on key inference-efficiency tests as custom AI silicon gains ground among major tech companies.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $NVDA +0.84%
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