Nvidia’s Monopoly Is Crumbling. OpenAI’s ‘Jalapeño’ Chip Is the Sledgehammer.
OpenAI’s custom ‘Jalapeño’ chips aren’t just outperforming Nvidia’s Blackwell—they signal a brutal vertical integration play to escape Nvidia’s compute tax. But the real disruption is an AI-driven design loop that will collapse token prices and rewrite the economics of the entire AI industry.