Custom AI Chip Race Heats Up

OpenAI, Google, Apple, and SpaceX are developing custom AI inference chips to reduce reliance on Nvidia, signaling a shift in the AI hardware landscape.

One continuously updated timeline instead of dozens of separate articles. New developments are appended as the story evolves.

1. AnnouncementJun 26, 2026, 05:43 PM 81%

   OpenAI reveals Jalapeño custom inference chip, joining others in reducing Nvidia dependency

   OpenAI, Google, Apple, and SpaceX are developing custom AI inference chips to reduce reliance on Nvidia, signaling a shift in the AI hardware landscape.

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