@LiorOnAI: Anthropic building its own inference chip makes sense. The AI race is becoming vertically integrated. A few years ago, …

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Summary

Anthropic is developing its own AI inference chip and is in early talks with Samsung for its 2nm process, a move towards vertical integration in the AI race.

Anthropic building its own inference chip makes sense. The AI race is becoming vertically integrated. A few years ago, the advantage came from having the best model. Today, your cost per token, latency, and compute supply increasingly determine whether that model becomes a business. That’s why frontier labs are moving down the stack. Models alone are no longer enough.
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Cached at: 07/03/26, 12:35 PM

Anthropic building its own inference chip makes sense.

The AI race is becoming vertically integrated.

A few years ago, the advantage came from having the best model.

Today, your cost per token, latency, and compute supply increasingly determine whether that model becomes a business.

That’s why frontier labs are moving down the stack.

Models alone are no longer enough.

NIK (@ns123abc): 🚨BREAKING: ANTHROPIC COOKING ITS OWN AI INFERENCE CHIP

In early talks with SAMSUNG for its 2nm process + advanced packaging

Samsung already invested in Anthropic’s Series H btw

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Anthropic is building a team to design its own custom AI chips, aiming to co-design hardware and models for greater efficiency as demand for Claude rises. The move follows OpenAI, Google, and Meta in pursuing in-house silicon.