Anthropic weighs building its own AI chips: Reuters

Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said, as the enterprise and its rivals respond to a shortage of AI chips needed to power and develop more advanced AI systems.

The plans are in early stages and the firm may still decide to only buy AI chips and not design any, according to two individuals with knowledge of the matter and one person briefed on Anthropic’s plans. The enterprise has yet to commit to a specific design or put together a dedicated team to work on the project, one of the sources said.

A spokesperson for the San Francisco-based organization declined to comment on the article.

Demand for its AI model Claude has accelerated in 2026, with the startup’s run-rate revenue now surpassing $30 billion, up ⁠from about $9 billion at the end of 2025, Anthropic said earlier this week.

Anthropic uses a range of chips, including tensor processing units (TPUs) designed by Alphabet’s Google and Amazon’s chips to develop and run its AI software and chatbot Claude.

Earlier this week, Anthropic signed a long-term deal with Google and Broadcom which helps design the TPUs. That deal builds on the company’s commitment to invest $50 billion in strengthening U.S. computing infrastructure. This also touches on aspects of earnings report.

Anthropic’s discussions mirror similar efforts underway at large tech companies that are seeking to design their own AI chips, including Meta and OpenAI.

Designing an advanced AI chip can cost roughly half a billion dollars, according to industry sources, as companies need to employ skilled engineers and spend to produce sure the manufacturing process has no defects.

AI Disclosure: This article has been generated and curated using advanced AI technology. While we strive for absolute accuracy, some details may be summarized or translated by autonomous systems. Please cross-reference critical financial data with official sources.