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Artificial intelligence startup Anthropic is in preliminary discussions with Samsung Electronics to manufacture its first in-house server chip as it seeks greater control over its computing infrastructure and skyrocketing costs.<\/p>\n
The creator of the Claude chatbot is exploring the development of its own AI processors to reduce infrastructure costs.Anthropic is looking into Samsung\u2019s advanced 2-nanometer manufacturing and packaging technology.The move follows similar custom chip efforts by competitors like OpenAI and underscores an industry-wide push by AI developers to control their own hardware supply chains.\u00a0<\/p>\n
Anthropic has\u00a0reportedly begun early-stage development\u00a0of its own custom artificial intelligence chip and has held preliminary discussions with Samsung Electronics to\u00a0handle manufacturing.<\/p>\n
Anthropic is currently in the foundational stages of defining the processor\u2019s specifications, power requirements, and server cluster configurations,\u00a0The Information reported,\u00a0citing three sources familiar with the matter.<\/p>\n
The move mirrors efforts by rivals like OpenAI to secure greater authority over the massive, expensive computing architectures required to train and run next-generation AI models.\u00a0<\/p>\n
While the San Francisco-based startup has engaged with several chip design firms, it has not yet progressed to formal blueprinting, testing, or production,\u00a0stated the report.<\/p>\n
Several hyperscalers are planning to develop their own chips to boost computing power and lower reliance on Nvidia\u2019s (NVDA) Blackwell chips or Google\u2019s (GOOGL) (GOOG) Tensor chips. But surging memory costs due to bloated demand have created cost concerns.<\/p>\n
Samsung, along with its South Korean counterpart SK Hynix, is among the world\u2019s top memory chipmakers.\u00a0\u00a0<\/p>\n
Bid For Infrastructure Control<\/p>\n
Anthropic\u2019s exploration of custom hardware aligns with a broader industry trend where top-tier AI developers are moving to command their entire backend supply chains, ranging from silicon and cloud partnerships to energy sources and physical data centers.<\/p>\n
To strengthen its chip-design capabilities, Anthropic has begun recruiting specialized engineering talent. The company recently hired Clive Chan, a key engineer from OpenAI\u2019s dedicated silicon division,\u00a0The Information reported.<\/p>\n
In a statement, Anthropic said its existing partnerships remain foundational, noting that Amazon Web Services\u2019 Trainium chips, Google\u2019s Tensor Processing Units (TPUs), and Nvidia’s graphics processors will continue to serve as core elements of its long-term computing strategy. Samsung declined to comment on the discussions.<\/p>\n
OpenAI\u2019s Custom Chip<\/p>\n
Earlier in June, OpenAI unveiled its custom AI chip, developed in partnership with Broadcom (AVGO) to boost its AI infrastructure.\u00a0<\/p>\n
In collaboration with Broadcom, OpenAI engineers created “Jalape\u00f1o,” a specialized chip tailored for inference. This AI process involves processing data to generate responses to user inquiries in chatbots such as ChatGPT.<\/p>\n
\u00a0Anthropic Retail View<\/p>\n
Retail sentiment on Stocktwits was \u2018bearish\u2019 with \u2018high\u2019 message volumes.\u00a0<\/p>\n
While neither Anthropic nor OpenAI is listed yet, market-traded funds such as KraneShares Public-Private AI & Technology ETF (AGIX), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and those run by ARK Investment Management are being increasingly used by retail investors to get exposure to these stocks.\u00a0<\/p>\n