Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)

from SemiAnalysis Weekly · host Jordan Nanos, Doug O'Laughlin

This week Bryan, Myron and Jordan discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more.1:05 Jalapeno Overview4:22 Tokens Per Megawatt9:15 Benchmark Caveats13:48 The CUDA Moat21:12 How OpenAI Did It32:13 Samsung HBM442:10 AI-Designed Silicon49:24 Architecture Deep Dive56:58 Doom and WrapFull Article: ⁠https://newsletter.semianalysis.com/p/openai-jalapeno-better-than-nvidia

Episode metadata supplied by the publisher feed · Published Aug 30, 2026

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Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)

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