Anthropic is already preparing just the only thing it was missing to reinforce its AI leadership: its own chip

Tech giants have learned something the hard way: depending on third parties is a weakness. Anthropic seems to have realized the same thing, and has been mulling over an important idea for months: making its own AI chip. As indicated in The Informationthe company is in negotiations with Samsung for a potential collaboration, although at the moment everything is unknown.

Surprise, none. Already in April Reuters Indian that Anthropic was considering the idea of ​​developing its own AI chips in order to respond to the chip shortage. It seems that this proposal is really gaining traction, because what was once a possibility has now translated into concrete conversations with one of the largest semiconductor manufacturers in the world.

The shadow of OpenAI. The move comes just a week after OpenAI unveiled its own custom inference chip, baptized as “Jalapeño” and developed in collaboration with Broadcom. According to company officials, that chip offers better performance per watt than other inference chips, and that could leave Anthropic behind in this race. The reaction of the firm led by Dario Amodei therefore seems logical.

They want to diversify, not replace. The strategy, however, is not to completely eliminate its current partners, but rather to have a more diversified strategy for the future. In statements to TechCrunch Anthropic officials have indicated that its “diversified hardware stack, which includes chips from Google, Amazon and Nvidia, will continue to be crucial to its computing strategy.”

Everyone wants their own chip. The announcements and news surrounding OpenAI and Anthropic are not, as we said, any surprise. In the last two years we have seen how more and more technology companies joined the trend of having their own AI chips, when before they delegated that aspect to specialized companies like Nvidia. Thus, we have:

Samsung, a perfect partner. The South Korean company has been deeply involved in the AI ​​industry for some time. It is a key partner of Nvidia, as it manufactures some of the chips it needs to train and run AI models with its GPUs. Not only that: Samsung is improving your OPC lithography of chip manufacturing thanks in part to the “AI Factory“of both.

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