오픈AI '할라피뇨' 칩, 엔비디아 독점 탈출

OpenAI's Jalapeño chip is Big Tech's spiciest move away from Nvidia Theresa Loconsolo , Anthony Ha , Kirsten Korosec , Sean O'Kane Jun 26, 2026 Listen on Apple Podcasts Listen on Spotify Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom , joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clean break and more of a hedge. Custom silicon means more control, hardware tuned to specific needs, and the kind of performance gains Apple unlocked when it ditched Intel. On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into what the custom chip trend means for the industry and a few deals of the week worth watching. Listen to the full episode to hear more about: How Groq’s $650M raise after Nvidia swept away its top talent might be the comeback story of the year AI agents getting loopy and why Claude Code creator Boris Cherny thinks these loops are “just as important and as big a step” as the leap from source code to agents Whether the public markets are warming up to humanoid robots as Agility Robotics plans to go public via SPAC A24 taking investment from Google DeepMind to develop a new AI toolkit for filmmakers Subscribe to Equity on YouTube , Apple Podcasts , Overcast , Spotify and all the casts. You also can follow Equity on X and Threads , at @EquityPod. Theresa Loconsolo Audio Producer Theresa Loconsolo is an audio producer at TechCrunch focusing on Equity, the network's flagship podcast. Before joining TechCrunch in 2022, she was one of 2 producers at a four-station conglomerate where she wrote, recorded, voiced and edited content, and engineered live performances and interviews from guests like lovelytheband. Theresa is based in New Jersey and holds a bachelors degree in Communication from Monmouth University. You can contact or verify outreach from Theresa by emailing theresa.loconsolo@techcrunch.com . View Bio Anthony Ha Anthony Ha is TechCrunch's weekend editor. Previously, he worked as a tech reporter at Adweek, a senior editor at VentureBeat, a local government reporter at the Hollister Free Lance, and vice president of content at a VC firm. He lives in New York City. You can contact or verify outreach from Anthony by emailing anthony.ha@techcrunch.com . View Bio Kirsten Korosec Transportation Editor Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch's Equity podcast. She is also co-founder and co-host of the podcast, "The Autonocast." She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive. You can contact or verify outreach from Kirsten by emailing kirsten.korosec@techcrunch.com or via encrypted message at kkorosec.07 on Signal. View Bio Sean O'Kane Sr. Reporter, Transportation Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane. You can contact or verify outreach from Sean by emailing sean.okane@techcrunch.com or via encrypted message at okane.01 on Signal. View Bio November 4 Boston Last chance to save up to $190 on TechCrunch Founder Summit. Join 1,000+ founders and VCs at all stages for real-world scaling insights and connections that move the needle. Savings end June 26, 11:59 p.m. PT . 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