X @BSCN

Hardware Strategy - Anthropic is building a custom silicon team through job listings to co-design hardware and models for faster and more efficient Claude execution [1] - Anthropic scouted Samsung as a potential manufacturing partner for custom chips [1] Industry Dynamics - Anthropic currently holds compute deals with Amazon Web Services (AWS), Google, Nvidia, and Advanced Micro Devices (AMD), though demand continues to outrun supply [2] - OpenAI introduced the Broadcom-built Jalapeño inference chip in June, while Google and Meta have long operated their own silicon [2]