Anthropic
Anthropic invests massively in its own chips
🧒 Discovery
The company behind Claude is building its own "engines" to run its AI faster.
📰 Essential
Anthropic, maker of Claude, secures around $71 billion in compute commitments and launches an in-house chip design team.
🔬 Expert
The $71 billion consists of capacity lease obligations, not purchases: Anthropic is securing years of compute from its cloud partners, as it already does with Amazon's Trainium and Google's TPUs. Designing its own chip follows the path taken by those two giants and by OpenAI, with one clear aim, reducing dependence on Nvidia; but in-house silicon takes several years to reach production.