[News] Anthropic Reportedly Eyes Custom AI Chip; in Talks with Samsung for 2nm Foundry and Advanced Packaging

Anthropic, the developer of the AI model Claude, is reportedly in talks with Samsung Electronics over the production of a custom AI chip. According to Bloomberg, citing The Information, sources say Samsung is being considered as a manufacturing partner. The project remains in its early stages, with Anthropic still defining the chip’s functions, performance targets, and role within its server infrastructure.

Anthropic is reportedly considering using Samsung Foundry’s 2nm process and advanced packaging capabilities, Yonhap News reports, adding that Anthropic is in discussions with several chip design companies, but has yet to move into the detailed design, testing, or manufacturing stages.

The reported discussions also align with the existing relationship between Anthropic and Samsung Electronics. As Smart Biz notes, during its Series H funding round last May, Anthropic named Samsung Electronics, SK hynix, and Micron as “strategic infrastructure partners,” citing their key roles in the supply of memory, storage, and logic chips. As the only one of the three memory makers with a foundry business, Samsung Electronics was widely seen as a potential manufacturer for Anthropic’s future AI chips.

Anthropic’s AI Chip Ambitions

The reported discussions also align with Anthropic’s earlier talent recruitment. As noted by The Next Web, the company hired Clive Chan, who previously helped build OpenAI’s custom chip program, underscoring its growing interest in custom AI chips.

Meanwhile, Bloomberg reports that Anthropic said Amazon’s Trainium chips, Google TPUs, and NVIDIA GPUs will continue to serve as the foundation of its computing strategy, while declining to comment on its custom chip plans.

Anthropic’s efforts also come shortly after a similar announcement from key rival OpenAI. According to TechCrunch, OpenAI partnered with Broadcom to unveil its custom inference chip, “Jalapeño,” which the company says delivers better performance per watt than competing processors.

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(Photo credit: Anthropic)