Anthropic 正组建团队自研 AI 定制芯片,计划将硬件与模型协同设计以提升运行速度和效率。上月有报道称其正与三星接洽作为潜在芯片制造伙伴。目前 Anthropic 已与...
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今日 AI 情报摘要
Anthropic 正组建团队自研 AI 定制芯片,计划将硬件与模型协同设计以提升运行速度和效率。
上月有报道称其正与三星接洽作为潜在芯片制造伙伴。 目前 Anthropic 已与 AWS、Google、Nvidia 和 AMD 达成算力合作,但为满足日益增长的 Claude 需求,自研芯片成为必要之举。
中文正文 · AI 翻译
Anthropic 正在组建一个团队,设计用于 AI 的自定义芯片。
Business Insider 首先报道了这一消息:https://www.businessinsider.com/anthropic-in-house-silicon-chip-team-claude-2026-8,但 Anthropic 随后已向 TechCrunch 证实。
这家 Claude 制造商表示,它计划共同设计硬件和模型,以帮助其技术更快、更高效地运行。上个月,The Information 报道:https://www.theinformation.com/articles/anthropic-talks-samsung-manufacture-custom-ai-chip?im_ref=x1K1izzfkxyZWYEUw1USoRqgUkuStWVvXRLQ1U0&sharedid=businessinsider.com&irpid=10078&utm_term=businessinsider.com&irgwc=1&afsrc=1&utm_source=affiliate&utm_medium=cpa&utm_campaign=10078-Skimbit+Ltd.,Anthropic 正在考察三星作为制造此类芯片的潜在合作伙伴。
Anthropic 决定设计自己的芯片,正值 Claude 需求上升之际,而 AI 公司正尽可能多地抢占 AI 基础设施合同。
就其自身而言,Anthropic 已与 AWS、Google、Nvidia 和 AMD 签署协议,以获取 AI 计算硬件。但要真正扩展以满足需求水平,仅依赖他人显然是不够的。
Anthropic 并不是第一家决定自己制造芯片的 AI 公司。今年六月,OpenAI 揭示了由 Broadcom 制造的 Jalapeño 芯片:https://techcrunch.com/2026/06/24/openai-unveils-its-first-custom-chip-built-by-broadcom/,该芯片专为推理工作设计。Google DeepMind 长期依赖 Alphabet 的 TPU 芯片来驱动其 AI 模型,而 Meta 一直在开发自己的 MTIA 加速器以处理 AI 工作负载。
Anthropic is building a team to design its own custom chips for AI usage.
Business Insider was first to report:https://www.businessinsider.com/anthropic-in-house-silicon-chip-team-claude-2026-8 on the news, but Anthropic has since confirmed with TechCrunch.
The Claude maker said it is planning to co-design hardware and models to help its technology run faster and more efficiently. Last month, The Information reported:https://www.theinformation.com/articles/anthropic-talks-samsung-manufacture-custom-ai-chip?im_ref=x1K1izzfkxyZWYEUw1USoRqgUkuStWVvXRLQ1U0&sharedid=businessinsider.com&irpid=10078&utm_term=businessinsider.com&irgwc=1&afsrc=1&utm_source=affiliate&utm_medium=cpa&utm_campaign=10078-Skimbit+Ltd. that Anthropic was scouting Samsung as a potential partner for building such chips.
Anthropic’s decision to design its own chips comes as demand for Claude rises while AI companies snatch up as many AI infrastructure deals as they can.
For its part, Anthropic has inked deals with AWS, Google, Nvidia, and AMD to access AI computing hardware. But to really scale to meet the level of demand, relying on others clearly isn’t enough.
Anthropic isn’t the first AI company to decide to build its own chip. In June, OpenAI unveiled its Broadcom-built Jalapeño chip:https://techcrunch.com/2026/06/24/openai-unveils-its-first-custom-chip-built-by-broadcom/, which is designed specifically for inference workloads. Google DeepMind has long relied on Alphabet’s TPU chips to power its AI models, while Meta has been developing its own MTIA accelerators for AI workloads.
The company is seeking engineers with experience in chip design for its “custom silicon team,” per a job listing.
This article has been updated to include confirmation from Anthropic.
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情报判断
Aioga 编辑摘要
Anthropic 已向 TechCrunch 确认,正在组建团队设计面向 AI 使用的定制芯片,并计划将硬件与模型协同设计,以提升其技术的运行速度和效率。
背景分析
报道指出,Anthropic 此前已与 AWS、Google、Nvidia 和 AMD 达成获取 AI 计算硬件的合作。与此同时,随着 Claude 需求上升,公司开始推进自有芯片设计团队的建设。