It seems Broadcom bet correctly on OpenAI's self-developed chips — from now on, every major model company will need to build its own hardware stack; the ASIC era has truly arrived.

CoinWorld news, Broadcom CEO Hock Tan said that the debut of the Jalapeño AI chip, co-developed by OpenAI and Broadcom, marks a trend of AI labs moving toward developing their own hardware and infrastructure. He pointed out that this well validates the business model they have built, where every model developer, especially frontier developers of large language models, will eventually move towards designing and building their own chips, computing power, and computational development, simply because they can do it better. Hock Tan added that the full-stack strategy chosen by OpenAI has created an exceptionally useful chip.