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OpenAI Jalapeño reportedly outperforms Nvidia Blackwell on key inference benchmarks

The brief

SemiAnalysis reports that OpenAI's custom AI chip, codenamed Jalapeño, outperforms Nvidia's Blackwell architecture on key inference metrics, a significant claim if accurate.

Key points

  1. The analysis suggests OpenAI could meaningfully reduce its dependence on external GPU supply for training and inference.
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Sources

  • HNnewsletter.semianalysis.com