Anthropic is weighing the possibility of designing its own AI chips, as the company and its competitors respond to a shortage of semiconductors needed to power and develop more advanced AI systems, Reuters’ Max Cherney and Deepa Seetharaman report, citing three sources. The plans are in preliminary stages, and the company could still opt to only purchase AI chips and not design any, the authors say, citing two people with knowledge of the matter and one person briefed on Anthropic’s plans. Publicly traded companies in the semiconductor space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN).
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