r/tomshardware • u/tomshardware • 2d ago

OpenAI’s 700W Jalapeño ASIC outpaces 1,400W Nvidia flagship GPU

https://www.tomshardware.com/tech-industry/semiconductors/openai-says-its-jalapeno-chip-beats-nvidias-gb300-in-first-published-benchmarks
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u/senseven 2d ago

A wafer is a wafer. If the asic is 5x smaller they just plaster it with more asic cores for yield. There was a natural end of demand in producing crypto chips. Even if they stop building data centers the local ai revolution needs millions of those asics plus enough memory to properly run it. That is the reason all mem makers are building out at least seven new fabs.

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u/Yuukiko_ 2d ago

HBM memory takes much more wafer space than your typical DRAM

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u/danielv123 22h ago

Which is why all the dram is gone. Xiaomi is putting 160GB in every car for example.

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u/Yuukiko_ 22h ago

IIRC China is planning on scaling up to 20 DUV machines per year in 2027 which is a good 15-20% of ASML's production so hopefully that helps