The battle among AI companies is increasingly shifting toward hardware that powers advanced models, with Anthropic eyeing custom chip development in collaboration with Samsung, according to a report from The Information.
This is not a sudden move from Anthropic. Back in April, the AI company was weighing the idea of producing its own AI chips in response to insulate its infrastructure from chip shortages. Now, it appears the company is finally moving ahead with this idea.
Anthropic hasn’t yet finalized what the chip will be used for and the level of computing performance it aims to deliver, according to the report. While the company declined to confirm any partnership with Samsung, it told TechCrunch that their “diversified hardware stack that includes chips from Google, Amazon, and Nvidia will continue to be pivotal to its compute strategy.”
Anthropic’s move to build its own chips isn’t very surprising, as many AI companies have been doing so either to cater to specific compute tasks or to gain some independence from Nvidia. However, the timing of this reported collaboration is more important.
Anthropic’s biggest rival, OpenAI, recently unveiled its own custom inference chip developed in partnership with Broadcom. OpenAI says this chip, dubbed “Jalapeño,” is more efficient and achieves significantly better performance-per-watt in early testing compared to leading general-purpose AI GPUs. This could have triggered Anthropic to pace its custom chip development efforts.
Samsung is a key player in the AI supply chain. The South Korean giant is a major partner of Nvidia, producing chips that the company needs for training and deploying advanced AI models. Nvidia’s software tools also play a crucial role in the manufacturing process.
Samsung is working with Nvidia on an AI chip factory in South Korea and is reportedly in discussions with Google about chip manufacturing. The company has already secured orders from Tesla for manufacturing its next-generation AI chips.
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