Anthropic Enters Talks With Samsung on Custom AI Chip Foundry Deal
*Anthropic is negotiating with Samsung Electronics to manufacture a custom artificial intelligence chip, a step that follows OpenAI’s similar announcement with Broadcom by roughly one week.*
The development
Anthropic PBC is in discussions with Samsung Electronics Co. to act as the manufacturing partner for a new custom AI processor. The Information reported the talks, citing people familiar with the plans. Bloomberg Technology carried the account on July 2.
TechCrunch noted the timing. The conversations surfaced about a week after OpenAI disclosed its own custom AI chip partnership with Broadcom.
Limited public detail
No technical specifications, timeline, or volume commitments have been disclosed. The reports frame the effort as early-stage talks rather than a signed agreement. Neither Anthropic nor Samsung has issued a statement confirming or denying the discussions.
The move aligns with a pattern among frontier AI companies that have begun designing silicon tailored to their training and inference workloads. Public information remains confined to the existence of the Samsung conversations and their proximity to OpenAI’s Broadcom announcement.
Why it matters
Foundry capacity for advanced AI chips is finite. Securing a second major manufacturing partner gives Anthropic leverage in supply negotiations and reduces single-source risk. The pattern of labs moving from off-the-shelf GPUs to custom designs is now visible across at least two leading organizations, which will likely accelerate similar efforts at other model developers and place new pressure on existing foundry allocations.
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Sources:
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