TechCrunch
6/26/2026
OpenAI, Google, Apple, and SpaceX develop custom AI chips to reduce Nvidia dependence
Original: Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
Short summary
OpenAI, Google, Apple, and SpaceX are building custom AI inference chips to reduce dependence on Nvidia. OpenAI's Jalapeño chip, developed with Broadcom, exemplifies a broader industry shift toward vertical integration. This trend signals both intensified competition for Nvidia and a strategic move by major AI companies to control critical infrastructure.
- •Multiple tech leaders (OpenAI, Google, Apple, SpaceX) developing proprietary AI chips
- •OpenAI's Jalapeño inference chip built with Broadcom signals vertical integration trend
- •Shift reduces single-supplier risk and increases competitive pressure on Nvidia
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