Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)

为什么从 OpenAI 到 SpaceX，大家都在自研芯片（并向英伟达施压）

Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. 英伟达多年来一直统治着人工智能芯片市场，但这种完全依赖的时代可能即将结束。OpenAI 刚刚分享了其计划，将通过与博通（Broadcom）合作开发的定制推理芯片“Jalapeño”来搅动市场。至此，OpenAI 加入了谷歌、苹果和 SpaceX 的行列，成为越来越多通过自研芯片来摆脱单一供应商风险的公司之一。

The goal is less of a clean break and more of a hedge. Custom silicon means more control, hardware tuned to specific needs, and the kind of performance gains Apple unlocked when it ditched Intel. 此举的目的与其说是彻底决裂，不如说是一种风险对冲。定制芯片意味着更强的控制力、针对特定需求优化的硬件，以及苹果在放弃英特尔处理器后所获得的那种性能提升。

On this episode of TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what the custom chip trend means for the industry and a few deals of the week worth watching. 在本期 TechCrunch 的《Equity》播客中，主持人 Kirsten Korosec、Anthony Ha 和 Sean O’Kane 深入探讨了定制芯片趋势对整个行业的意义，并盘点了本周值得关注的几笔交易。

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. 欢迎在 YouTube、Apple Podcasts、Overcast、Spotify 及各大播客平台订阅《Equity》。你也可以在 X 和 Threads 上关注 @EquityPod。