●builderOpenAI API pricing and capacity constraints may shift as Jalapeño comes online — monitor for cost changes that affect your inference budget.
●founderIf OpenAI reduces its inference costs via custom silicon, expect downstream pricing pressure on API costs — potentially a competitive advantage over rivals still on Nvidia.
●investorNvidia's inference revenue moat is under structural threat as hyperscalers and major AI labs vertically integrate silicon; worth reassessing Nvidia's long-term margin exposure.