While artificial intelligence developers are having problems with chip supply, US artificial intelligence company Anthropic is considering designing its own chips.
Three sources said the evaluation is at an early stage and the company may choose to purchase off-the-shelf chips rather than design new ones. One of the sources said that the company has not yet decided on a specific design or established a team to develop the chip.
Demand for the company’s artificial intelligence model Claude increased rapidly this year. Announcing some of its financial indicators this week, it generated $9 billion in revenue in 2025, while increasing revenue to $30 billion on an annualized basis.
Anthropic uses a variety of chips to develop and run its AI software Claude, including tensor processor (TPU) chips designed by Alphabet and chips developed by Amazon.
Rival companies such as Meta and OpenAI also want to design their own artificial intelligence chips.