Anthropic、Samsungとチップについて協議 — Nvidiaが依然として安泰な理由
Anthropicが推論コストを下げるため、SamsungとカスタムAIチップの製造について初期段階の協議に入ったと報じられている。この動きは垂直統合への転換の可能性を示すが、同社はNvidiaとクラウドパートナーが引き続き中心的だとしている。
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.