So, Nvidia are backstopping $100B for the Ohio project, yet at the same time OpenAI are developing their Jalapeño processor, which will mean it will no longer need Nvidia GPUs for inference. That does not really make any sense to me.
Even if Jalapeño is successful it will probably take multiple generations until it’s competitive.
The first version is already beating Rubin in the benchmarks, according to SemiAnalysis