AI company Anthropic is reportedly in discussions with Samsung to explore a collaboration on custom AI chips, aiming to diversify its hardware stack and reduce reliance on Nvidia.

The pursuit of custom AI chips by companies like Anthropic signifies a strategic shift to gain greater control over hardware, optimize performance, and reduce reliance on dominant suppliers like Nvidia, potentially reshaping the competitive landscape of AI infrastructure.
Anthropic is reportedly in discussions with Samsung to explore the development of custom artificial intelligence chips. The AI company has not yet decided on the specific use, server integration, or power of these potential chips, according to a report by The Information.
Anthropic stated that its compute strategy will continue to be driven by a diversified hardware stack that includes chips from Google, Amazon, and Nvidia. The company declined to comment further on a potential partnership with Samsung.
This move by Anthropic aligns with a broader trend among AI companies seeking to develop proprietary chips. This strategy aims to create hardware tailored for specific computational tasks and to reduce dependence on Nvidia, the current dominant player in the AI chip market.
The reported discussions also come shortly after competitor OpenAI announced its collaboration with Broadcom to develop a custom inference processor called "Jalapeño," which OpenAI claims offers improved efficiency and performance-per-watt.
Samsung is already a key participant in the AI chip industry, serving as a major manufacturer for Nvidia and engaging in discussions with Google for chip-making efforts. Samsung is also working with Nvidia on an AI chip factory in South Korea.
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