[News] Amazon Weighs In-House Chip Sales as Unit Set to Exceed $20B Annually; Anthropic Explores Custom Silicon

Major tech companies are stepping up efforts to develop in-house chips. Amazon is reportedly exploring the possibility of selling its chips to external customers, while Anthropic is said to be planning its own chip development. According to Bloomberg, Amazon is weighing the option of offering its chips to other companies. Chief Executive Officer Andy Jassy noted that demand remains strong, adding that the company could eventually sell entire racks of its chips to third parties.

As noted in the report, Jassy said Amazon’s in-house silicon business is on track to generate more than $20 billion in annual revenue. Looking beyond its current scale, the business could be significantly larger under a different model. As the report notes, Jassy added that if the chip unit operated as a standalone business supplying semiconductors to Amazon Web Services customers and other third parties, it could achieve an annual run rate of around $50 billion.

Amazon currently leases this hardware to customers through Amazon Web Services, its cloud division. However, rising demand for AI training processors has tightened supply, prompting companies to seek alternatives to NVIDIA’s offerings, the report adds.

According to TrendForce, as CSPs such as Google and Amazon ramp up in-house chip development, ASIC-based AI servers are forecast to account for 27.8% of total AI server shipments in 2026, rising to nearly 40% by 2030.

Anthropic Reportedly Explores Chip Design as AI Demand Accelerates

Alongside Amazon’s push to expand its AI chip business, Anthropic is also reportedly considering developing its own chips. According to Reuters, sources say the company is exploring in-house chip design as it responds to a shortage of AI chips needed to support and advance more sophisticated AI systems.

Still, the company may ultimately choose to rely solely on purchasing AI chips rather than developing its own, as it has yet to commit to a specific design or assemble a dedicated team for the effort. Anthropic said it trains and runs Claude using a mix of AI hardware, including Trainium from Amazon Web Services, Google TPUs, and NVIDIA GPUs, Reuters notes.

The push comes as demand for its AI products continues to surge. The report notes that demand for Claude has accelerated in 2026, with Anthropic’s annualized revenue now exceeding $30 billion, up from around $9 billion at the end of 2025, the company said earlier this week.

Meanwhile, according to Reuters, Broadcom has signed a deal with Anthropic to provide the startup with access to around 3.5 gigawatts of AI computing capacity using Google’s AI processors starting in 2027.

This comes as Broadcom has also entered into a long-term agreement with Google to develop and supply future generations of custom AI chips and related components for the company’s next-generation AI racks through 2031, the report adds.

Read more

• [News] NVIDIA Expands Product Portfolio to Address AI Training and Inference, Responding to an ASIC Push from CSPs, Says TrendForce
• [News] Intel Advanced Packaging Reportedly Gains Traction vs. TSMC as Google, Amazon Weigh EMIB Adoption

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