On Thursday, a report that Anthropic is exploring a custom AI chip partnership with Samsung Electronics Co. (OTC:SSNLF) prompted Jim Cramer to urge caution, saying investors should wait for official confirmation before concluding.
Anthropic Reportedly Explores Custom AI Chip With Samsung
Anthropic is reportedly in discussions with Samsung about developing a custom AI chip. The project appears to be in its early stages, reported TechCrunch (via The Information).
As per the report, Anthropic has not yet determined the chip’s exact purpose, how it would integrate into its server infrastructure or the level of performance it is targeting.
The company has also not made a final decision on whether it will proceed with the effort.
The reported talks follow an April report that said Anthropic had been considering designing its own AI chips to help address ongoing supply constraints and reduce reliance on third-party hardware.
AI Chip Race Intensifies As Companies Seek Alternatives To Nvidia
The move, if it materializes, would place Anthropic among a growing list of AI companies pursuing custom silicon to power their models more efficiently while reducing dependence on Nvidia Corp (NASDAQ:NVDA), which continues to dominate the AI chip market.
The report also comes shortly after rival OpenAI announced a partnership with Broadcom Inc. (NASDAQ:AVGO) to develop its own inference processor, known as “Jalapeño.”
OpenAI has said the chip delivers improved performance per watt compared with competing offerings. Meanwhile, Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google already deploy proprietary AI chips across their cloud platforms.
Samsung is a major player in semiconductor manufacturing and works closely with Nvidia while also collaborating with other technology companies on AI chip development.
Jim Cramer Urges Investors To Wait For Official Confirmation
Reacting to the report, CNBC’s Cramer questioned whether investors should treat the news as credible before either company confirms it.
“Now, Anthropic, the most promotional private company I may have ever seen, is said to be building its own custom chip with Samsung,” Cramer said.
He added that reports based solely on unnamed sources can move markets prematurely.
“Of course that sends everything down because we really don’t have anything but a rumor. I want to hear it from either company or both.”
Neither Anthropic nor Samsung has publicly announced a custom AI chip partnership.
However, in a statement to TechCrunch, Anthropic said its compute strategy will continue to depend on a diversified hardware stack featuring chips from Google, Amazon and Nvidia. It declined to comment further on the reported collaboration with Samsung.
Anthropic and Samsung did not immediately respond to Benzinga’s request for comments.
Price Action: At the time of writing, Samsung shares were at 310,000 South Korean won (about $201), up 8.39% in Seoul, according to Benzinga Pro.
According to Benzinga Edge Stock Rankings, Samsung shares maintain a positive trend across the short, medium and long-term time frames.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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