TechFlow reports, July 2: According to The Information, three sources revealed that Anthropic has launched early development work on in-house AI chips and is negotiating with Samsung Electronics on a potential foundry partnership. This move follows the precedent set by competitor OpenAI, aiming to gain greater control over the costly computing infrastructure supporting its AI models. Google and Amazon Web Services have successfully developed their own chips after years of investment; Meta and Microsoft have also launched in-house chips; OpenAI collaborated with Broadcom in 2024 to design its own chips and last month released the first product of their collaboration, Jalapeño.
Sources said that Anthropic is currently still in the phase of defining the chip's positioning, required functionalities, performance targets, and how to integrate it into servers or server clusters. The company has held discussions with multiple chip design companies but has not yet entered the detailed design, testing, and manufacturing stages. Sources said that Anthropic is considering adopting Samsung's 2nm manufacturing process and advanced packaging technology.
