Patel says OpenAI's Jalapeño beats NVIDIA Blackwell and Rubin, unusual for first-generation chips
“OpenAI Jalapeno is spicy Usually first generation chips aren't competitive, but OpenAI is beating Nvidia Blackwell and even Rubin This is huge news! We got to go into OpenAI's lab to dissect their new chip and dive into the software, architecture, and performance Incredible work! https://t.co/Q7Okgbxnp0”
Patel argues first-party ASICs have no residual value if OpenAI goes bankrupt, making them unfinanceable
“@TShirtnJeans2 @GavinSBaker @maxkan Why would someone finance a first party ASIC that has no residual value if OAI is bankrupt”
Patel says OpenAI explicitly stated at Hot Chips they bet against disaggregation
“@GavinSBaker @maxkan It is for KVs but they also just explicitly said they bet against Disagg at Hot Chips”
Patel asks Baker about meeting in Boston to share a story
“@GavinSBaker @maxkan R u in boston next Friday? I gotta tell u a funny story about this”