Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said, as the company and its rivals respond to a shortage of AI chips needed to power and develop more advanced AI systems.
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Artificial intelligence labAnthropicis exploring the possibility of designingitsownchips, threesourcessaid,as the company anditsrivals respondto a shortage ofAIchipsneededto power and develop more advancedAIsystems.
The plans are in early stages and the company may still decide to only buyAIchipsand not design any, according to two people with knowledge of the matter and one person briefed onAnthropic’s plans. The company has yet to commit to a specific design or put together a dedicated team to work on the project, one of thesourcessaid.
A spokesperson for the San Francisco-based company declined to comment on the article.
Demand foritsAImodel 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,Anthropicsaidearlier this week.
Anthropicuses a range ofchips, including tensor processing units(TPUs) designed by Alphabet’sGoogle and Amazon’schipsto develop and runitsAIsoftware and chatbot Claude.
Earlier this week,Anthropicsigned 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.
Anthropic’s discussions mirror similar efforts underway at large tech companies that are seeking to design theirownAIchips, including Metaand OpenAI.
Designing an advancedAIchip can cost roughly half a billion dollars, according to industrysources, as companies need to employ skilled engineers and spend to make sure the manufacturing process has no defects.
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