🔧 Anthropic is in talks with Samsung to produce its own AI chip.
According to The Information, the company is still in the very early stages—determining what the processor should do and how it will fit into server clusters. Detailed design is a long way off.
Anthropic recently hired Clive Chan from the OpenAI team that created Jalapeño, an inference chip for efficiently running LLMs. This hints at the direction Anthropic is looking towards.
Samsung is not a random choice. In May, the company invested $65 billion in Anthropic's round along with SK Hynix and Micron. Producing a chip for Anthropic would be a significant win for Samsung's foundry business, which is trying to close the gap with TSMC. Samsung offers a 2-nm process and advanced packaging—a technology that places the processor close to high-speed memory to accelerate data exchange.
Anthropic has long stood out among competitors by not relying on a single chip supplier—the company uses AWS, Google TPU, Nvidia, and is now exploring chips from Microsoft and the British startup Fractile. A custom chip would add leverage to this strategy.
Meanwhile, Nvidia is not losing ground: despite the boom in alternative inference chips, its market share has grown to 74%.
https://www.theinformation.com/articles/anthropic-talks-samsung-manufacture-custom-ai-chip
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