Topic

Custom Silicon

Artwork for Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)
SemiAnalysis Weekly

Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)

OpenAI’s Jalapeño ASIC is presented as a serious challenge to Nvidia’s latest accelerators, with the hosts arguing it wins on tokens per megawatt and total cost in key inference scenarios. The episode focuses on architecture, HBM4 advantages, AI-assisted chip design, and what it would take for OpenAI to scale from lab success to 100 MW deployment.

Artwork for OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
The MAD Podcast with Matt Turck

OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti

Sachin Katti says OpenAI is racing to build compute faster than the physical world can supply power, chips, cooling, and labor. He frames AI data centers as giant liquid-cooled factories turning electrons into tokens, with custom silicon, new power infrastructure, and networking all becoming strategic bottlenecks.