Anthropic与三星洽谈芯片制造 — 为何英伟达依然安全

anthropic is engaging samsung electronics to potentially manufacture custom ai chips, aiming to cut infrastructure costs by optimizing hardware for its specific workloads. the project is in its infancy with no finalized design, though the company has recruited clive chan, a veteran of tesla and openai's silicon teams. despite these efforts, anthropic publicly asserts that chips from nvidia, aws, and google will continue to underpin its near-term operations. this development mirrors a wider industry pivot toward vertical integration, evidenced by openai's recent inference chip project with broadcom and custom silicons from meta and google. successful development could allow anthropic to bypass some nvidia premiums, but designing competitive hardware typically requires years of r&d.