Episode
Anthropic's Samsung Silicon Bet: A $19 Billion Compute Bill, Custom Inference Chips, and the Road to a Record October IPO - July 15, 2026
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- Jul 15, 2026
- Duration seconds
- 731
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Summary
Anthropic's Samsung Silicon Bet: A $19 Billion Compute Bill, Custom Inference Chips, and the Road to a Record October IPO Anthropic is reportedly designing its first custom AI inference chip and holding early talks with Samsung about manufacturing it on a two nanometer process, a direct strike at a compute bill approaching $19 billion this year. Chris and Laura unpack the economics behind the move, the OpenAI Jalapeno precedent, the Samsung versus TSMC calculus, and why it all lands just mo...