OpenAI just built a chip to cut Nvidia out of one job

The most valuable businesses in the world rarely make their money selling you something once. They make it by collecting a small fee every single time you use the thing they sold you.

That is the quiet genius of a toll booth. You can own the car, buy the gas, and drive the open road, and you will still hand over a few coins every time you cross the bridge.

For three years, Nvidia (NVDA) has run the only toll booth that matters in artificial intelligence (AI). Its graphics processing units, or GPUs, sit underneath nearly every chatbot reply, every generated image, and every line of code a machine writes for someone.

The company controls roughly 90% of the chips that power AI data centers, according to Fortune, and in October 2025, it became the first company in history worth $5 trillion.

So every time you ask ChatGPT to draft an email, a sliver of that toll quietly flows to a chipmaker in Santa Clara, California.

On June 24, the company paying the most tolls decided to build its own road.

OpenAI unveiled Jalapeño, its first custom chip, designed in-house and manufactured with Broadcom (AVGO), and it is pointed at one specific job Nvidia has owned outright.

Jalapeño is designe

Fuente original: Yahoo Finance (https://finance.yahoo.com/technology/ai/articles/openai-just-built-chip-cut-214700483.html)