Anthropic has begun developing its own custom AI chip and has entered talks with Samsung Electronics as a potential manufacturing partner, according to reports. The negotiations are said to be at an early stage, with no formal agreement reached.
July 2, 2026 · Anthropic
Anthropic Explores Its Own AI Chip — In Talks With Samsung
The maker of Claude has begun early-stage work on a custom AI chip and is discussing Samsung as a manufacturing partner. The goal: cut compute costs and reduce reliance on Nvidia. No specs, pricing, or timing exist yet — the project could still be abandoned.
~74%
Nvidia's estimated share of the AI chip market
2nm
Samsung process under consideration, with advanced packaging
Stage 0
Not yet at the design stage — target, goals, and role undecided
One market, one dominant supplier
Why AI labs are racing to build their own silicon — Nvidia holds roughly three-quarters of the market.
The vertical-integration wave
Anthropic joins rivals already designing their own AI chips.
Anthropic
In talks with Samsung on manufacturing · early stage
OpenAI
Co-developed with Broadcom
Amazon
Inferentia / Trainium
Why Samsung
The only firm with both memory and logic foundry businesses — a Series H investor that could turn its stake into concrete manufacturing cooperation.
Backed Anthropic's Series H round (~May 2026)
Memory + logic foundry under one roof
Potential tailwind for its foundry business
The upside
Control training and inference costs for Claude
Hedge against Nvidia supply constraints
Deepens vertical integration among AI labs
The caution
No real hardware to evaluate — pre-design stage
All accounts rest on anonymous sources
The effort could still be abandoned entirely
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