Anthropic uses Claude AI to accelerate custom chip design, challenges Nvidia, AMD

Anthropic is using its Claude AI model to speed up the design of custom chips, a move that could challenge Nvidia and AMD in the AI hardware market. The company said Claude helps accelerate chip design work, potentially shortening development cycles and reducing reliance on established GPU suppliers. The effort matters because Nvidia and AMD currently dominate the hardware that powers AI models, and custom silicon could shift bargaining power toward AI developers. Details on specific chip performance, volumes, or manufacturing partners were not disclosed in the article. Watch for further disclosures on tape-out timelines, foundry partnerships, and whether Anthropic deploys its own silicon in production training clusters.