OpenAI just published the first real numbers about Jalapeño, its new chip designed with Broadcom.Goldman’s one-delta desk-head, Rich Privorotsky, offers his take (available here for pro subs) and it's not the so-called 'NVDA killer' read spreading across MSG boards.What actually happened
OpenAI's Jalapeño Is Not An NVDA Killer, But Top Goldman Trader Sees An Opportunity...
...this is about the cost of running AI (and a profit mix-shift), not the death of the company that trains it...
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