Anthropic, OpenAI의 두 번째 칩 엔지니어 영입
Anthropic이 OpenAI의 두 번째 칩 엔지니어였던 Clive Chan을 영입했습니다. 두 회사 모두 IPO를 앞두고 있으며, 추론 마진을 높이기 위한 맞춤형 실리콘 개발 경쟁을 벌이고 있습니다.
anthropic hired clive chan, who was the second engineer in openai's custom chip program, to likely lead or assist in developing proprietary hardware as both companies prepare for public listings. chan previously worked on openai's custom silicon and its partnership with broadcom, and his linkedin suggests a focus on maximizing performance per unit of energy. the hire suggests anthropic is serious about designing custom chips to improve inference margins, reducing reliance on google tpus and amazon chips. this move intensifies the infrastructure race between openai and anthropic, where vertical integration is becoming a key differentiator for scaling efficiently.