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Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said, as the company and its rivals respond to a shortage of AI chips needed to power and develop more advanced AI systems.
The plans are in early stages and the company may still decide to only buy AI chips and not design any, according to two people with knowledge of the matter and one person briefed on Anthropic’s plans. The company has yet to commit to a specific design or put together a dedicated team to work on the project, one of the sources said.
A spokesperson for the San Francisco-based company declined to comment on the article.
Demand for its AI model Claude has accelerated in 2026, with the startup’s run-rate revenue now surpassing $30 billion, up from about $9 billion at the end of 2025, Anthropic said earlier this week.
