Anthropic加入定製晶片競賽 — 垂直整合是唯一的生存之道嗎
anthropic正在招聘'定製矽晶團隊'以設計自有ai晶片，擺脫對nvidia、aws和google的依賴。這標誌著ai領域將通過垂直整合來管理計算成本並為claude擴展推理能力。
anthropic is recruiting engineers for a new 'custom silicon team' to design specialized ai chips, seeking to optimize hardware and model co-design for faster performance. reports suggest the company previously explored partnerships with samsung, signaling a strategic pivot from renting compute to owning the stack. with existing contracts covering aws, google, nvidia, and amd hardware, the move indicates that external supply is insufficient to meet the rising demand for claude. this trend follows openai's 'jalapeño' chip and google's tpu usage, positioning vertical integration as a necessary evolution for top ai labs to manage costs and scale.