Heard on a podcast
OpenAI's custom Jalapeno ASIC outperforms NVIDIA's Blackwell
Technical analysis reveals OpenAI's in-house Jalapeno ASIC utilizes HBM4 memory to achieve 15.4 terabytes per second bandwidth, surpassing current NVIDIA hardware. The development cycle was accelerated to nine months using AI-assisted design, confirming a major strategic move toward vertical integration.

SemiAnalysis Weekly ·