---
title: "From OpenAI to SpaceX: Everyone Is Building Their Own Chips, Turning Up the Heat on Nvidia"
source: "TechCrunch：AI（RSS）"
source_tier: "t2"
url: "https://techcrunch.com/video/why-everyone-from-openai-to-spacex-is-building-their-own-chips-and-turning-up-the-heat-on-nvidia/"
permalink: "https://feed.astralor.com/items/itm_3d6448258e8a664e6af93769"
published: "2026-06-26T17:43:22.000Z"
score: 51
channel: "tech"
tags: ["OpenAI","SpaceX","Supply Chain","Custom Chip","Market Competition","Nvidia"]
---

# From OpenAI to SpaceX: Everyone Is Building Their Own Chips, Turning Up the Heat on Nvidia

## At a glance

Major AI firms and tech giants, including OpenAI and SpaceX, are increasingly designing their own custom chips to reduce reliance on Nvidia's GPUs. This trend could reshape the AI chip market, challenge Nvidia's dominance, and impact the entire industry supply chain. In this episode of Equity, the team dives into the implications of custom chips, AI 'loops,' and notable deals of the week.

## Key points

- Companies like OpenAI and SpaceX have launched in-house chip projects to optimize specific AI workloads.
- The custom chip trend could erode Nvidia's dominance in AI training and inference markets.
- Custom chips offer better energy efficiency and cost control, especially for large-scale deployments.
- A humanoid robotics company is preparing for an IPO, testing public market appetite.

## Full text

Watch as Equity explains into what the custom chip trend means for the industry, AI 'loops,' and a few deals of the week worth watching, including one humanoid robotics company getting ready to test the public markets.

---

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