Anthropic, the company behind the Claude AI assistant, is exploring a partnership with Samsung to develop a custom AI chip, according to multiple reports.
Bloomberg, citing The Information, reported that Anthropic is in talks with Samsung to design its own AI chip. Yahoo Finance framed the move as part of a broader hardware push by the company, while Manufacturing Today India and New Electronics also reported on the exploratory discussions.
The reports describe the effort as still in an exploratory stage, meaning a formal deal has not been confirmed. The coverage centers on the idea that Anthropic is looking to Samsung as a partner for developing a chip tailored to its own needs, rather than relying solely on off-the-shelf hardware.
Why would an AI company want its own chip? Training and running large AI models is enormously demanding on computing power. Most AI firms today depend heavily on chips from a small number of suppliers. Designing a custom chip — often with a manufacturing partner that has the fabrication expertise — is a way to secure supply, potentially cut costs, and optimize performance for a company's specific software.
Samsung is one of the world's largest makers of memory and logic chips, which makes it a natural candidate for such a collaboration.
It is worth stressing that, per the sources, these are reports of talks and exploration, not an announced product or signed agreement.
Why it matters: if Anthropic moves to design its own silicon, it signals that major AI developers increasingly see control over their own hardware as key to competing — and could reshape who holds power in the AI supply chain.