Anthropic, the company behind Claude, is in early-stage discussions with Samsung to design a custom AI processor using Samsung’s 2-nanometer manufacturing process. The company’s revenue has tripled to over $30 billion in 2026, up from approximately $9 billion at the end of 2025. No chip exists yet, and there is no dedicated design team, finalized architecture, or production agreement. Designing an advanced AI chip costs approximately $500 million. Other major AI labs including OpenAI, Meta, and Google have already pursued similar custom silicon strategies.
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