Anthropic is exploring building its own AI chips as Claude revenues surge past $30 billion run rate

The plans are early-stage and Anthropic may still decide to only buy chips rather than design them. The exploration comes days after the company signed a long-term deal with Google and Broadcom for 3.5 gigawatts of TPU compute starting in 2027. A company spokesperson declined to comment.

Anthropic is exploring the possibility of designing its own AI chips, Reuters reported on Thursday, citing three sources familiar with the matter. The effort is at an early stage: the company has not committed to a specific design and has not assembled a dedicated team for the project.

It may still decide to continue purchasing chips from third parties rather than building its own. A spokesperson for the San Francisco-based company declined to comment on the report.

The exploration comes as Anthropic’s revenue has accelerated sharply. The company disclosed earlier this week that its annualised revenue run rate has surpassed $30 ...