OpenAI, SpaceX, Google Race to Build Custom Chips, Challenging Nvidia's Dominance

Executive Briefing

• Reveals OpenAI's custom inference chip 'Jalapeño,' developed in partnership with Broadcom, entering a growing field of rivals
• Highlights how major tech firms are hedging against single-supplier risk rather than fully abandoning Nvidia
• Draws parallels to Apple's performance gains after ditching Intel, suggesting custom silicon unlocks competitive advantages
• Discusses a humanoid robotics company preparing to test public markets via SPAC as a notable deal to watch