# Why Anthropic Is Designing Its Own AI Chip With Samsung

Page: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-anthropic-is-designing-its-own-ai-chip-with-samsung
Text version: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-anthropic-is-designing-its-own-ai-chip-with-samsung.md
Podcast: [The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models](https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011)
Published: 2026-07-02T20:22:57+00:00
Episode link: https://audio.fexingo.com/business/the-ai-podcast/episode-0087.mp3
Audio file: https://audio.fexingo.com/business/the-ai-podcast/episode-0087.mp3
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Duration seconds: 428

## Resource

Anthropic is in talks with Samsung to develop a custom AI accelerator, a move that could reshape the chip supply chain. Lucas and Luna break down why a model company would build silicon, how this mirrors Google's TPU strategy, and what it means for Nvidia's dominance. They also examine the cost dynamics: training a GPT-4-class model now runs north of $100 million, and custom chips promise to cut that by 30-50 percent. With Samsung's memory prowess and foundry capacity, the partnership could challenge incumbents like Broadcom and Marvell. Plus: a check-in on Micron's 14 percent drop this week and what it signals about memory oversupply. This episode offers a concrete look at the vertical integration wave sweeping AI. #Anthropic #Samsung #AIChip #CustomSilicon #AIAccelerator #Nvidia #GoogleTPU #Broadcom #Marvell #Micron #Semiconductors #AIHardware #VerticalIntegration #ModelTraining #Technology #TechPodcast #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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