Anthropic planning to design its own chips? Here's all you need to know

Artificial intelligence lab Anthropic is considering designing its own AI chips, according to a Reuters report citing three sources familiar with the matter. The discussions are said to be in the early stages, and the company may still decide to continue purchasing chips from third parties instead of building its own.

Anthropic's interest in custom silicon is a result of growing demand for its AI model Claude. The company recently disclosed that its annualised revenue run rate has surpassed $30 billion, up from about $9 billion at the end of 2025. This rapid growth has created massive computing needs, making the economics of proprietary chips increasingly attractive.

Currently, Anthropic uses a mix of hardware, including Google's TPUs designed with Broadcom, Amazon's custom chips, and Nvidia GPUs. Just days before the Reuters report, Anthropic signed a long-term deal with Google and Broadcom to secure access to 3.5 gigawatts of TPU-based compute capacity from 2027, tripling its current usage. The deal builds on Anthropic's earlier commitment to invest $50 billion in U.S. computing infrastructure.

The move isn't surprising at all, given its rival company Meta has been developing its own AI training chips, while OpenAI is also working on custom silicon. Industry sources estimate that designing an advanced AI chip can cost around $500 million.

While such costs are significant, Anthropic's revenue growth makes the idea more feasible. Still, the company remains unprofitable, and whether it will commit to building chips remains uncertain. READ MORE:

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