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OpenAI’s Jalapeño ASIC reportedly targets higher AI inference efficiency
The report also points to Microsoft’s Maia 300 progress, adding pressure to NVIDIA’s long-term margins and valuation.
MarketBeat Ratings highlighted OpenAI’s reported Jalapeño ASIC as a potential shift in the AI hardware race, saying it beats NVIDIA’s Blackwell in inference efficiency.
The outlet links the momentum to Microsoft’s advancement of its Maia 300 chip, suggesting competitive pressure across AI compute supply chains.
MarketBeat Ratings added that the developments could raise questions about NVIDIA’s long-term margins and how investors value the company.