AI Chip Wars

Anthropic is reportedly teaming up with Samsung to create a custom AI chip, although the project is still in its early stages and the company is downplaying its significance. This move is part of a larger trend in the AI industry, where companies are racing to develop custom chips to reduce costs and increase revenue. Anthropic has hired experienced chip engineers, including Clive Chan, to work on the project. The development of custom AI chips is a key factor in determining which companies will come out on top in the AI landscape, and Anthropic’s efforts are just the latest example of this trend. Why it matters: the ability to build and run AI infrastructure more cheaply will be a major factor in determining the winners and losers in the AI industry.