SemiAnalysis(@SemiAnalysis_):Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more. 0:00 Cold Open 1:05 Jalapeno Overview 4:22 Tokens Per Megawatt 9:15 Benchmark Caveats 13:48 The CUDA Moat 21:12 How OpenAI Did It 32:13 Samsung HBM4 42:10 AI-Designed Silicon 49:24 Architecture Deep Dive 56:58 Doom and Wrap

2026.08.30 23:00

Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more. 0:00 Cold Open 1:05 Jalapeno Overview 4:22 Tokens Per Megawatt 9:15 Benchmark Caveats 13:48 The CUDA Moat 21:12 How OpenAI Did It 32:13 Samsung HBM4 42:10 AI-Designed Silicon 49:24 Architecture Deep Dive 56:58 Doom and Wrap