Anthropic Considers Custom AI Chips as Compute Shortage Intensifies
The effort remains in early stages, and the company has not yet committed to building custom chips or assembling a dedicated team.
Anthropic is exploring plans to design its own artificial intelligence chips, as competition intensifies amid a global shortage of advanced AI hardware, Reuters reported.
The effort remains in early stages, and the company has not yet committed to building custom chips or assembling a dedicated team.
The move comes as demand for Anthropic’s Claude AI models surges. The company recently said its annualised revenue run rate has exceeded $30 billion in 2026, up sharply from about $9 billion at the end of 2025.
To support its growing infrastructure needs, Anthropic currently relies on chips from partners including Google and Amazon.
Earlier this week, Anthropic also signed a long-term agreement with Google and Broadcom for tensor processing units (TPUs). Interestingly, Anthropic's competitor, OpenAI, announced last year that it was collaborating with Broadcom to develop its own custom AI chips.
Earlier this month, Anthropic, along with a coalition of leading technology companies, launched Project Glasswing, a major industry initiative aimed at strengthening global cybersecurity in response to rapidly advancing artificial intelligence capabilities.
At the centre of the initiative is Claude Mythos Preview, an unreleased frontier AI model developed by Anthropic. The model has demonstrated advanced capabilities in identifying and exploiting software vulnerabilities—skills that, according to the company, now rival or exceed those of most human experts.
