Anthropic in Early Talks with Samsung on a Custom AI Chip — Another Bet on Compute Diversification Away from Nvidia

Summary

Anthropic is in preliminary discussions with Samsung to explore developing a custom AI chip, per reporting by The Information. The talks are early — Anthropic has not settled the chip's purpose, server integration, or performance targets — and the company reiterated that "a diversified hardware stack that includes chips from Google, Amazon, and Nvidia will continue to be pivotal to its compute strategy." The move follows OpenAI's Broadcom-built "Jalapeño" inference processor and builds on Anthro