Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity.” The company has hired Amir Salek, the founder of Google’s custom chip business, to assemble an in-house chip team, while also collaborating with multiple partners including Fractile, Google, Broadcom, and Samsung to target approximately 3.5GW of TPU capacity by 2027. This “in-house R&D + diversified procurement” dual-track strategy is designed to break away from reliance on Nvidia and reduce inference costs.
During the critical window to launch an IPO at a $200 billion valuation, Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity,” seeking to directly take control of the foundational infrastructure that supports its explosive growth.