OpenAI's Jalapeño Is Not An NVDA Killer, But Top Goldman Trader Sees An Opportunity...

OpenAI just published the first real numbers about Jalapeño, its new chip designed with Broadcom.

Goldman’s one-delta desk-head, Rich Privorotsky, offers his take (available here for pro subs) and it's not the so-called 'NVDA killer' narrative spreading across MSG boards.

What actually happened