{"id":3878,"date":"2026-07-04T14:05:08","date_gmt":"2026-07-04T14:05:08","guid":{"rendered":"https:\/\/durhammovinghub.com\/?p=3878"},"modified":"2026-07-04T14:05:08","modified_gmt":"2026-07-04T14:05:08","slug":"anthropic-quietly-joins-the-race-to-build-its-own-chips","status":"publish","type":"post","link":"https:\/\/durhammovinghub.com\/?p=3878","title":{"rendered":"Anthropic quietly joins the race to build its own chips"},"content":{"rendered":"

Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI<\/a> chip, according to a report from Bloomberg<\/a>.<\/p>\n

Read more Your wallet is being put in danger by OpenAI<\/a><\/p>\n

The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia<\/a>, and that dependence is now colliding with the soaring cost of running its largest models.<\/p>\n

The conversations are still preliminary. Anthropic has not decided what the chip will do, how it will fit into a server, or how powerful it needs to be, according to TechCrunch<\/a>.<\/p>\n

Samsung declined to comment on the discussions when TechCrunch reached out.<\/p>\n

Anthropic currently depends on Amazon\u2019s Trainium chips, Google\u2019s Tensor Processing Units, and Nvidia\u2019s graphics processors to train and run its models.<\/p>\n

A diversified hardware stack built on those three suppliers will remain central to its compute strategy, the company told TechCrunch<\/a>. Nothing about the Samsung talks changes that today.<\/p>\n

Nvidia controls about 74% of the global AI chip market, according to The Information<\/a>. That level of concentration gives one company outsized influence over pricing across the industry.<\/p>\n

Custom silicon, designed around a lab\u2019s own model architecture, offers one of the only ways around that math.<\/p>\n

Anthropic is not moving first. OpenAI unveiled its own custom chip last month, an inference processor called Jalapeno built with Broadcom<\/a>.<\/p>\n

Anthropic\u2019s Samsung talks surfacing weeks later suggest the industry is quietly hedging against Nvidia dependence.<\/p>\n

For investors, the read-through lands on the supply side, not on Anthropic itself. Anthropic remains privately held, so there is no direct way to buy into its chip strategy.<\/p>\n

The companies that stand to gain or lose are the ones building the hardware underneath it.<\/p>\n

Yuichiro Chino \/ Getty Images<\/a><\/p>\n

Samsung is not a random choice for Anthropic. The company was one of three memory chipmakers, alongside SK Hynix and Micron, that invested in Anthropic\u2019s $65 billion funding round in May, according to Forbes<\/a>.<\/p>\n

Samsung is the only one of those three investors that also operates its own chip foundries.<\/p>\n

Related: Anthropic restores access to Mythos 5 for select organizations<\/a><\/strong><\/p>\n

Anthropic is specifically evaluating Samsung\u2019s two-nanometer manufacturing process and its advanced chip packaging facilities, according to The Information<\/a>.<\/p>\n

Read more Trump Accounts go live today; experts explain what they are<\/a><\/p>\n

Winning a marquee AI client would give Samsung a showcase customer as it works to close the gap with Taiwan Semiconductor Manufacturing, the industry\u2019s dominant foundry.<\/p>\n

Samsung Electronics trades in the U.S. as an over-the-counter stock under the ticker SSNLF.<\/p>\n

The shares are thinly traded compared to a listed peer like TSM<\/a>, but the company\u2019s foundry division is the part of the business investors watch most closely for signs it can finally challenge TSMC\u2019s lead.<\/p>\n

A few additional data points fill out the picture:<\/p>\n

Samsung has historically struggled to match TSMC\u2019s production yields at the most advanced process nodes, a gap analysts have raised repeatedly.<\/p>\n

A signed customer is not a shipped chip, and Anthropic has not committed to using Samsung for anything. The company is still deciding whether to proceed at all, according to Bloomberg<\/a>.<\/p>\n

More AI:<\/strong><\/p>\n

Anthropic is also talking to Microsoft and the U.K. startup Fractile about potential chips, The Information<\/a> reported.<\/p>\n

That points to a competitive process rather than a single partner. Losing this deal would cost Samsung little beyond a missed opportunity, while winning it would validate a foundry business still trying to prove it belongs in the same conversation as TSMC.<\/p>\n

Anthropic and OpenAI are chasing the same goal from different directions, and neither is abandoning Nvidia to get there.<\/p>\n

What is changing is the assumption that AI labs must accept whatever pricing and supply terms Nvidia sets. Microsoft has its own Maia<\/a> chips, Amazon has Trainium<\/a>, and Google has TPUs<\/a>.<\/p>\n

The newest AI labs are now trying to build that same leverage for themselves. For Samsung, the stakes reach beyond one contract.<\/p>\n

A foundry win with a major AI lab would be the clearest signal yet that its advanced manufacturing can compete with TSMC on merit, not just on price.<\/p>\n

Related: White House latest verdict flips script on Anthropic<\/a><\/strong><\/p>\n

The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.<\/i><\/p>\n

Read more Palantir doubles down on national security with Nvidia AI alliance<\/a><\/p>\n

This story was originally published July 3, 2026 at 5:03 PM.<\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

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