Anthropic chats with Samsung about chips — why Nvidia is still safe
anthropic is reportedly in early talks with samsung to manufacture custom ai chips to lower inference costs. this move signals a potential shift to vertical integration, though the company says nvidia and cloud partners remain central.
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.