Anthropic is in early-stage talks with Samsung Electronics to explore manufacturing a custom AI chip, though no design has been finalized and the company hasn't committed to the effort. Anthropic confirmed its compute strategy still centers on chips from Google, Amazon, and Nvidia. The move follows a Reuters report from April about Anthropic exploring custom silicon as Claude's compute demands grow, and is reinforced by the hire of Clive Chan, who helped build OpenAI's custom chip program. OpenAI recently unveiled its own Broadcom-built inference chip, while Amazon and Google already offer custom silicon. With Anthropic's annualized revenue surpassing $30 billion, the economics of custom chips are becoming increasingly attractive, and the broader industry trend away from total Nvidia dependence is accelerating.
