Anthropic negotiates with Samsung to manufacture custom AI chips

Anthropic is in early talks with Samsung Electronics to potentially manufacture a custom artificial intelligence chip, signaling the U.S. AI startup's move to strengthen its infrastructure and reduce soaring inference costs as demand for generative AI grows. The project remains in preliminary stages, with Anthropic still defining the chip's specifications and considering Samsung's advanced 2-nanometer process and packaging technology, yet the collaboration could intensify competitive pressure on NVIDIA, which currently dominates the AI chip market. This development, alongside SoftBank's plans to rent AI compute to U.S. firms, highlights emerging competition in AI infrastructure that affects technology companies, investors, and users reliant on efficient and affordable AI services.