OpenAI has spent the past couple years quietly building “Jalapeño,” an inference chip just announced at Hot Chips. Rumors of a successful tapeout had been swirling for a while. But now we have details. OpenAI invited us to look at their chip, go to their labs to check out how real it is, and benchmark it with our InferenceX suite. In June, OpenAI unveiled the chip program in partnership with Broadcom, built from a blank slate exclusively for LLM inference. Design work began in the middle of 2024 , going from initial team hiring to manufacturing tape-out in ~16 months, an extremely fast ASIC development cycle. In general first generation chips are not competitive, but OpenAI bucks the trend by being industry leading and beating every Nvidia, AMD, and Google chip we have been able to test on multiple top open source models. OpenAI does this with extreme hardware software codesign.…