Anthropic, the company behind the Claude AI models, is negotiating with Samsung Electronics to manufacture a custom AI chip. The partnership would represent a significant step in Anthropic’s broader strategy to diversify its chip supply away from Nvidia.
Why Samsung, and why now
Anthropic recently raised $65 billion in a Series H funding round, landing a valuation of $965 billion. That’s the highest ever recorded for an AI company, surpassing even OpenAI.
The round included strategic investors Samsung Electronics, SK hynix, and Micron Technology, all focused on memory, storage, and logic chips.
Samsung stands out from that group for one specific reason: it’s the only investor that actually operates a foundry business. Samsung doesn’t just design chips or make memory — it manufactures other companies’ chip designs in its own fabrication plants. That capability makes it a natural candidate to produce custom AI silicon for Anthropic.
