Breaking

Anthropic in Early Talks With Samsung to Make Custom AI Chip

July 2, 2026 at 14:33 EDT

Infra & Chips
Funding & M&A

Anthropic is in early-stage discussions with Samsung Electronics as a manufacturing partner for its own custom AI chip, according to reports on July 2, 2026. The company is said to be weighing Samsung's 2nm process and advanced packaging technology.

July 2, 2026 · Anthropic × Samsung

Anthropic Explores Its Own AI Chip — With Samsung as Maker

Early-stage talks put Samsung's foundry in the frame to manufacture a custom Anthropic chip. No product, no specs, no timeline yet — a first step toward diversifying beyond a single supplier.

Chip suppliers Anthropic leans on today: Google, Amazon, Nvidia

2nm

Samsung process floated as a candidate — unconfirmed

Working chips, benchmarks or set specs so far

The custom-silicon race — who's building their own

Anthropic
(planning)

OpenAI
"Jalapeño"

Google · Amazon · Meta

Bar height reflects maturity — from shipping silicon to a plan still on the drawing board.

Tight chip supply

Single-supplier risk

→

Design own chip

Weighed since April 2026

→

Approach Samsung

Foundry + packaging

Seen favorably

Builds toward a full-stack setup
Secures supply beyond Nvidia
New foundry orders for Samsung, less TSMC reliance

Caution flags

"Still very early-stage"
Feasibility remains unclear
No power targets or release timing

"A diversified hardware stack — Google, Amazon and Nvidia — will continue to be pivotal."

Samsung joins as a strategic infrastructure partner amid HBM supply pressures and its push to grow foundry. Whether the chip ever ships is the point to watch.

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