nvidia dependence

  1. OpenAI Jalapeño and the 2026 Custom Chip Shift: Owning AI Inference Costs

    OpenAI, Broadcom, Google, Apple, SpaceX, Amazon, Microsoft, and Meta are pushing custom chips in 2026 because AI infrastructure has become too expensive, strategically important, and supply-constrained to leave entirely in Nvidia’s hands. The move is not a clean revolt against Nvidia so much as...
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    • Forum: Windows News