The Chip Is the Easy Part: Why OpenAI's Jalapeño Can't Carry the Concrete
OpenAI's Jalapeño chip, unveiled this week with Broadcom, is being celebrated as the moment the world's hottest AI company stopped renting its brain and started building it. A purpose-built LLM inference ASIC, co-designed in nine months, reportedly cutting inference costs by roughly 50% — the narrative writes itself. But the chip is the easy part. The hard part is the concrete.