Home › Chips & Hardware › ReportChips & Hardware · Report2026 IPO Watchlist: OpenAI, SpaceX and Other Tech GiantsTrade pressSlicast · August 25, 2026 at 21:10 UTC · Global · Source: Built Inimportance 77Read the originalShareCompanies in this storyAWS / AmazonCapex history →Google CloudCapex history →Related reportsChips & HardwareSpaceX Commits to NVIDIA GPUs With 10GW of AI Compute Planned by 20272026-08-26Chips & HardwareOpenAI’s custom Jalapeño inference accelerator is reshaping unit economics by significantly lowering per-token inference costs compared to standard GPUs.2026-08-26Chips & HardwareAt Hot Chips 2026, NVIDIA unveiled its Spectrum-X multiplane Ethernet architecture designed to scale AI factory networks beyond current interconnect limits.2026-08-26Chips & HardwareOpenAI confirmed its custom Broadcom-designed accelerator is delivering strong performance, raising questions about long-term Nvidia dominance in inference workloads.2026-08-26Chips & HardwareNVIDIA detailed major upgrades to its BlueField-4 DPU and scale-in networking architecture at Hot Chips 2026.2026-08-26