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<a href="https://open.spotify.com/show/5IEYLip3eDppcOmy5DmphC?si=rZDFHv2sQUul_g94iCRgpQ&nd=1&dlsi=467965469f3e484e" target="_blank" rel="noopener noreferrer nofollow" class="podcast-badge podcast-badge--spotify"> Listen on Spotify </a>
<p id="speakable-summary" class="has-text-align-left wp-block-paragraph">Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. </p>
<p class="wp-block-paragraph">OpenAI just shared its plans to spice things up with <a href="https://techcrunch.com/2026/06/24/openai-unveils-its-first-custom-chip-built-by-broadcom/" target="_blank" rel="noreferrer noopener">Jalapeño, its custom inference chip built with Broadcom</a>, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clean break and more of a hedge. Custom silicon means more control, hardware tuned to specific needs, and the kind of performance gains Apple unlocked when it ditched Intel. </p>
<p class="wp-block-paragraph">On this episode of TechCrunch’s<a href="https://techcrunch.com/podcasts/equity/" target="_blank" rel="noreferrer noopener"> Equity</a> podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what the custom chip trend means for the industry and a few deals of the week worth watching. Listen to the full episode to hear more about: </p>
<ul class="wp-block-list">
<li class="wp-block-list-item">How <a href="https://techcrunch.com/2026/06/22/ai-chipmaker-groq-confirms-650m-raise-re-staffs-after-nvidias-20b-not-acqui-hire-deal/" target="_blank" rel="noreferrer noopener">Groq’s $650M raise</a> after Nvidia swept away its top talent might be the comeback story of the year </li>
</ul>
<ul class="wp-block-list">
<li class="wp-block-list-item">AI agents getting loopy and why Claude Code creator Boris Cherny thinks these loops are <a href="https://techcrunch.com/2026/06/22/the-ai-world-is-getting-loopy/" target="_blank" rel="noreferrer noopener">“just as important and as big a step”</a> as the leap from source code to agents </li>
</ul>
<ul class="wp-block-list">
<li class="wp-block-list-item">Whether the public markets are warming up to humanoid robots as <a href="https://techcrunch.com/2026/06/24/agility-robotics-plans-to-go-public-via-spac-in-a-2-5b-deal/" target="_blank" rel="noreferrer noopener">Agility Robotics plans to go public via SPAC</a> </li>
</ul>
<ul class="wp-block-list">
<li class="wp-block-list-item"><a href="https://techcrunch.com/2026/06/22/google-deepmind-bets-75m-on-ais-future-in-hollywood-with-a24-deal/" target="_blank" rel="noreferrer noopener">A24 taking investment from Google DeepMind</a> to develop a new AI toolkit for filmmakers </li>
</ul>
<p class="has-text-align-left wp-block-paragraph">Subscribe to Equity on <a href="https://www.youtube.com/@TechCrunch" target="_blank" rel="noreferrer noopener nofollow">YouTube</a>,<a href="https://itunes.apple.com/us/podcast/id1215439780" target="_blank" rel="noreferrer noopener nofollow"> Apple Podcasts</a>,<a href="https://overcast.fm/itunes1215439780/equity" target="_blank" rel="noreferrer noopener nofollow"> Overcast</a>,<a href="https://open.spotify.com/show/5IEYLip3eDppcOmy5DmphC?si=rZDFHv2sQUul_g94iCRgpQ" target="_blank" rel="noreferrer noopener nofollow"> Spotify</a> and all the casts. You also can follow Equity on<a href="https://twitter.com/EquityPod" target="_blank" rel="noreferrer noopener nofollow"> X</a> and<a href="https://www.threads.net/@equitypod" target="_blank" rel="noreferrer noopener nofollow"> Threads</a>, at @EquityPod. </p>
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