AI company Anthropic is in early-stage talks to make Samsung Electronics a manufacturing partner for a custom (bespoke) AI chip, according to a report on July 2, 2026, as first reported . Both companies declined to comment.
Custom Silicon · Anthropic × Samsung
Anthropic Eyes Samsung to Build Its Own AI Chip
Early-stage talks over Samsung's 2nm process and advanced packaging — a bid to loosen NVIDIA dependence and control the rising cost of compute. Design and production have not begun, and the project may not move forward.
74%
NVIDIA's estimated share of the AI chip market
2nm
Samsung process under review, plus advanced packaging
$65B
Series H raised — $965B post-money valuation
Who controls the AI chip market
Estimated share — the wall Anthropic wants to move around
Anthropic's path to less NVIDIA dependence
AWS Trainium / Inferentia
→
Google TPU
→
Microsoft Maia 200 talks
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Own custom chip (Samsung)
The upside
Vertical integration on custom silicon confronts the compute-allocation wall head-on. Paired with HBM supply from Samsung and SK hynix, it could secure both capacity and cost control.
The risk
In-house chip programs at AI labs have historically cost hundreds of millions of dollars. Talks are early, specs and timing are undisclosed, and the project could stall.
What's confirmed — and what isn't
Stage
Early talks — design & production not started
Chip specs
Undisclosed — cores, performance, price, timing all TBD
Design talent
Hired Clive Chan, early OpenAI custom-chip member
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