Samsung could land AI chip work from Anthropic after joining the Claude maker’s enormous funding victory.
According to SamMobile, the Korean chip giant has invested in Anthropic, raising hopes that it could end up making AI chips for the US startup behind Claude.
Claude competes with OpenAI’s ChatGPT and Google’s Gemini, which means another AI outfit is hunting for silicon like it has found religion. Anthropic raised $65 billion in Series H funding at a $965 billion valuation, making it more valuable than OpenAI, which is valued at $730 billion.
The company’s new investors include Samsung, Micron and SK Hynix, which are expected to become key technology partners for the AI firm. Anthropic said Micron, Samsung and SK Hynix “play a critical role in the world’s supply of memory, storage, and logic chips.”
That wording has caused some reports to suggest Samsung could become more than a memory supplier. Samsung is the only one of the three with foundry capabilities for contract logic chip manufacturing. Micron and SK Hynix are pure-play memory chipmakers.
Since Anthropic specifically mentioned logic chips, Samsung Foundry is being tipped as a possible manufacturing partner for future Anthropic AI accelerators. That would be handy for Samsung, whose foundry business has spent the past few years losing money and trying not to look jealous of TSMC.
The business has recently started pulling in bigger customers, which may give the suits in Seoul something to smile about. Tesla signed a $16.5 billion deal with Samsung Foundry to manufacture its AI6 chips, then placed more orders for AI5 chips.
Samsung reportedly received an order from Nvidia to manufacture Groq 3 LPU chips, giving its foundry operation another AI-flavoured boost. Next year, Samsung is expected to begin making CIS, or CMOS image sensors, for future iPhones.
The company recently started shipping HBM4 memory chips to Nvidia and could begin supplying them to AMD and Google soon. Samsung has become the first company to ship HBM4E memory chip samples to customers.
For Anthropic, the move would fit the wider AI industry scramble to secure memory, logic chips and enough manufacturing capacity to keep the hype furnace glowing.
