Source: The Next Web
Anthropic's chip exploration follows a familiar pattern: once inference costs become material to unit economics, AI companies hedge against supplier dependency through vertical integration. The timing is revealing—this comes after securing Google/Broadcom's TPU allocation through 2027, suggesting the company is planning beyond current capacity constraints toward long-term cost control. If executed, Anthropic joins OpenAI (Microsoft partnerships), Meta (MTIA chips), and Amazon (Trainium) in building captive silicon, which shifts power away from chip incumbents to whoever can sustain the required capex.