Nvidia's answer to custom silicon is the half of the market that will never build any

DIGITIMESAugust 26, 2026en

The sharpest question on Nvidia's second-quarter call came a Bank of America analyst, who noted that OpenAI and Anthropic - both major beneficiaries of Nvidia's ecosystem investment - are designing their own chips, and that OpenAI had, days earlier, claimed its Jalapeno part outperforms Blackwell.

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• OpenAI
• Anthropic