Anthropic is in talks with Samsung Electronics over manufacturing a custom AI chip, according to reports on July 2, 2026 (local time). The effort is at a very early stage, with no chip design yet finalized.
July 2, 2026 · Anthropic
Anthropic Explores Its Own AI Chip — In Talks With Samsung
The company is weighing Samsung Foundry's leading-edge 2nm process for a custom chip — an early-stage effort to hedge against AI chip shortages, high costs, and heavy reliance on Nvidia.
2nm
Samsung Foundry process under review, plus advanced packaging
$6.5B
Series H round; Samsung invested as strategic infrastructure partner
~74%
Nvidia's share of the AI chip market — the dependence to ease
Claude demand is driving the push
Run-rate revenue, end of 2025 → 2026
More than 3× growth — fueling the need for cheaper, controllable compute
Where the project stands
Manufacturing candidate
Samsung Electronics
Use / timing
Undecided — inference vs training not set
Design is not finalized. The effort is at such an early stage that the project could still be shelved. Neither company has publicly commented.
Why it matters
Symbolic of efforts to reduce Nvidia dependence
Potential revival for Samsung's foundry business
Intensifying competition over inference efficiency
The caution
Early-stage plan with an unfinalized design
No chip yet — no evaluations or use cases
Could still be canceled entirely
Anthropic joins a crowded race for in-house silicon
Anthropic + Samsung
·
OpenAI + Broadcom
Google
Amazon
Meta
Microsoft
Anthropic currently relies on multiple compute sources — Google TPU, Amazon Trainium and Nvidia GPUs.
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