NVIDIA Just Lost Their Lead
Theo - t3․gg
Aug 29, 2026 02:16
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OpenAI's first in-house chip is already beating Blackwell while pulling just 700 watts, Apple's M5 Ultra, and Huawei are also competing, should NVIDIA be scared?
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https://newsletter.semianalysis.com/p/openai-jalapeno-better-than-nvidia
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