BIG Samsung W
ANTHROPIC IN TALKS WITH SAMSUNG TO MANUFACTURE CUSTOM AI CHIP: INFORMATION
Anthropic has started early internal design work on a custom chip aimed at running its Claude models and has begun preliminary conversations with Samsung Electronics about manufacturing it, mirroring a similar move by OpenAI while still planning to keep buying from Nvidia, AWS, and Google.
BIG Samsung W
ANTHROPIC IN TALKS WITH SAMSUNG TO MANUFACTURE CUSTOM AI CHIP: INFORMATION
The effort reflects a wider pattern of AI companies trying to reduce heavy reliance on a single supplier amid rising costs and capacity limits, though no architecture details or production timeline have been shared yet.
Talks are described only as early-stage with no confirmed deal, specifications, or timeline, so whether the chip effort moves forward, stays limited, or gets shelved is still unknown.
Many users praised Anthropic's talks with Samsung to build custom AI chips because it reduces Nvidia dependence, cuts inference costs, and supports scaling Claude.
No Digg Deeper questions have been answered for this story yet.
Anthropic has begun to work on its own chip as well, and are in talks with Samsung to manufacture it for them according to reporting this morning from The Information.
OpenAI built their own chip - the Jalapeño - designed for inference. They did it in just nine months.
Quoting from the blog:
'OpenAI designed the chip from scratch around its deep understanding of LLM fundamentals, informed by its roadmap of models, kernels, serving systems, and product needs, with partners Broadcom and Celestica, helping industrialize the platform through chip implementation, board, rack system integration, high-performance networking, and scalable production systems. '
Huge:Anthropic is reportedly in early talks with Samsung to manufacture its own custom AI chip.
The Information says the Claude maker is still figuring out what the processor should do, how powerful it should be, and how it would fit into servers or clusters.
Anthropic already uses AWS Trainium, Google TPUs, and Nvidia GPUs, and says those will remain central. A custom chip would give it another lever as model deployment costs, data-center capacity, memory supply, and power all become strategic constraints.
Samsung would get a high-profile AI foundry customer for its 2-nanometer process and advanced packaging push.
Time for papa Jensen to teach Anth and OpenAI a lesson.
Release the Mythos-grade open source model, jacket man.
🚨BREAKING: ANTHROPIC COOKING ITS OWN AI INFERENCE CHIP
In early talks with SAMSUNG for its 2nm process + advanced packaging
Samsung already invested in Anthropic’s Series H btw
https://www.theinformation.com/articles/anthropic-talks-samsung-manufacture-custom-ai-chip
Anthropic has begun to work on its own chip as well, and are in talks with Samsung to manufacture it for them according to reporting this morning from The Information.
Source: https://www.theinformation.com/articles/anthropic-talks-samsung-manufacture-custom-ai-chip?rc=bfliih
Huge:Anthropic is reportedly in early talks with Samsung to manufacture its own custom AI chip.
The Information says the Claude maker is still figuring out what the processor should do, how powerful it should be, and how it would fit into servers or clusters.
Anthropic already uses AWS Trainium, Google TPUs, and Nvidia GPUs, and says those will remain central. A custom chip would give it another lever as model deployment costs, data-center capacity, memory supply, and power all become strategic constraints.
Samsung would get a high-profile AI foundry customer for its 2-nanometer process and advanced packaging push.
Presumably inference chips, similar to OpenAI
Huge:Anthropic is reportedly in early talks with Samsung to manufacture its own custom AI chip.
The Information says the Claude maker is still figuring out what the processor should do, how powerful it should be, and how it would fit into servers or clusters.
Anthropic already uses AWS Trainium, Google TPUs, and Nvidia GPUs, and says those will remain central. A custom chip would give it another lever as model deployment costs, data-center capacity, memory supply, and power all become strategic constraints.
Samsung would get a high-profile AI foundry customer for its 2-nanometer process and advanced packaging push.
Exclusive: Anthropic has begun early-stage work on its own AI chip and held talks with Samsung Electronics as a potential manufacturing partner.
More details on the work, and what it could mean for the OpenAI-Anthropic rivalry: https://thein.fo/4ff4OhN
Anthropic building its own inference chip makes sense.
The AI race is becoming vertically integrated.
A few years ago, the advantage came from having the best model.
Today, your cost per token, latency, and compute supply increasingly determine whether that model becomes a business.
That’s why frontier labs are moving down the stack.
Models alone are no longer enough.
🚨BREAKING: ANTHROPIC COOKING ITS OWN AI INFERENCE CHIP
In early talks with SAMSUNG for its 2nm process + advanced packaging
Samsung already invested in Anthropic’s Series H btw

@AndrewCurran_ Claude does need more computers.
new: Anthropic AI server chip (ASIC) is gonna come

Source: https://www.theinformation.com/articles/anthropic-talks-samsung-manufacture-custom-ai-chip?utm_source=ti_app&rc=fgdr09

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@Alex_Intel_ @zephyr_z9 That sounds like Intel has no way to fix it, right? They can only watch orders get taken away by Samsung

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@AndrewCurran_ @AndrewCurran_ wow, everyone's jumping into chip-making now. wonder if this is gonna drive prices down or just make things more chaotic in the market.

@zephyr_z9 could they be talking with more than one potential partner? a bit vague rn

@AndrewCurran_ What’s the play here for both? Cost? Like how do you justify the investment. I’m assuming like Apple did with their own chips

@limian45336696 @zephyr_z9 Lip-Bu is pulling levers on Micron and Hynix
Intel still has the ultimate backer of the USG. It's very early

@ns123abc ai rivalry on 🔥