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Tools · Jun 26, 2026

OpenAI and Broadcom to co-develop custom inference chip named Jalapeño

The project aims to reduce single-supplier risk by building a chip tailored to OpenAI’s inference workloads, following moves by Google, Apple, and SpaceX.

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TL;DR
  • OpenAI and Broadcom are collaborating on a custom inference chip called Jalapeño to diversify AI chip supply chains.
  • The effort is positioned as a hedge against over-reliance on Nvidia, not a full replacement.
  • Google, Apple, and SpaceX have also pursued custom silicon to reduce single-supplier dependency.

OpenAI and chipmaker Broadcom are developing a custom inference chip codenamed Jalapeño, according to a TechCrunch report on the company’s Equity podcast. The project is designed to reduce OpenAI’s exposure to single-supplier risk in the AI chip market, where Nvidia has been the dominant provider for years.

The collaboration is framed as a hedge rather than a full break from existing suppliers. OpenAI describes the effort as a way to gain more control over hardware tuned to its specific inference workloads, drawing a parallel to Apple’s transition from Intel processors to custom silicon.

Jalapeño joins a growing list of custom chip initiatives among major technology companies seeking to diversify their AI infrastructure. Google, Apple, and SpaceX have also pursued custom silicon to reduce reliance on a single vendor, reflecting broader industry concerns about supply chain concentration.

Sources
  1. 01TechCrunch — AIOpenAI’s Jalapeño chip is Big Tech’s spiciest move away from Nvidia
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