According to "The Information", artificial intelligence company Anthropic is negotiating an early cooperation plan with Samsung. If progress goes well, the Korean technology giant will OEM its customized artificial intelligence chips for Anthropic. The report pointed out that in the context of soaring overall semiconductor demand driven by generative AI, more and more companies are beginning to look for new chip manufacturing partners outside of TSMC.
Before the arrival of the AI boom, Samsung and Intel's wafer foundry and chip businesses were once under pressure, but recent industry developments have significantly improved the situation of the two companies. As demand picks up, some large customers, including Apple, have re-evaluated their supply chain layout: Apple was revealed to be testing an iPhone chip production solution manufactured by Intel. It is also said to be communicating with Samsung on chip production issues to achieve more diversified supply sources.
While negotiating with Samsung, Anthropic assured existing partners that its data centers will still rely mainly on Amazon's Titanium chips, Google's tensor processing units (TPUs) and Nvidia's graphics processors (GPUs) to provide computing power in the foreseeable future. However, as the model scale and business expand, the demand for computing resources continues to grow. Anthropic believes that it is still necessary to develop its own customized hardware to further control cost and performance and support long-term development.
Under this trend, OpenAI was also revealed to be discussing cooperation with Broadcom to explore its customized AI chip manufacturing solutions. Regardless of whether Anthropic ultimately signs a contract with Samsung, and whether the cooperation between OpenAI and Broadcom can be implemented, it is certain that the AI wave is reshaping the global high-end chip foundry landscape, driving more cloud services and large-model companies to consolidate their competitive advantages through customized hardware.