Anthropic is reportedly in talks with Samsung Electronics to explore a custom AI chip manufacturing partnership, according to a report from The Information. The move reflects a wider trend among major AI companies that are seeking greater control over the hardware behind model training and inference as demand for AI services continues to grow.
The report says Anthropic’s plans are still in the early stages. The company has not yet finalized what the chip would be used for, how powerful it should be, or how it would be integrated into server systems. That means the project is still more exploratory than fully defined at this point.
Anthropic reportedly told The Information that its existing compute stack will continue to rely heavily on Amazon’s Trainium chips, Google’s tensor processing units (TPUs), and Nvidia GPUs. Even so, the company appears to be evaluating custom hardware as part of a broader infrastructure strategy aimed at improving long-term efficiency and supply flexibility.
This reported interest comes as AI companies increasingly look beyond standard off-the-shelf processors. With model sizes, inference demand, and cloud costs all rising, custom silicon has become a more attractive option for firms that want tighter control over performance, cost, and supply chain risks.
The development also follows OpenAI’s recent announcement of its first custom AI chip, which it is developing in partnership with Broadcom. That shift suggests the industry is moving toward a new phase where AI labs are not only building models but also designing the hardware layers that support them.
Neither Anthropic nor Samsung has officially confirmed the reported discussions, and the information remains preliminary. More details could emerge if the project moves forward.
For now, the report signals a clear direction in the AI industry: leading companies want more control over the chips that power their systems, and custom hardware may soon become a bigger part of the AI race.
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