Claude creator Anthropic is considering designing its own chips as advanced AI systems cause a shortage, sources told Reuters.
Anthropic continues to grab the headlines this week, as it fights the US administration in the courts and the power of its unreleased Claude Mythos model strikes fear into the hearts of much of the industry, given its ability to exploit security vulnerabilities.
Now Reuters is citing sources that say Anthropic is looking closely at the possibility of building its own chips, amid industry concerns that the supply of sophisticated chips required for new AI systems from itself and its competitors may not keep pace. Rivals Meta and OpenAI already have such projects underway.
Earlier this week, Anthropic announced a new expanded agreement that will allow it to tap 3.5GW of Google’s tensor processing unit (TPU) capacity from Broadcom.
In a regulatory filing on 6 April, Broadcom said that Anthropic’s consumption of TPU capacity is dependent on its continued commercial success. The multi-gigawatt capacity is expected to come online in 2027.
Last October, Anthropic and Google announced a deal worth “tens of billions of dollars” for 1m of Google’s TPUs. The deal is expected to bring more than 1GW of AI compute capacity online for Anthropic this year. The new agreement deepens that relationship, Anthropic said. Broadcom said that it is in a long-term agreement with Google to develop and supply custom TPUs.
Anthropic already has multibillion-dollar deals for compute capacity with companies such as Nvidia and Microsoft. It runs Claude on a range of AI hardware, including Amazon Web Sevices’ Trainium, Google TPUs and Nvidia GPUs. Amazon is Anthropic’s primary cloud provider and training partner.
Anthropic said that a vast majority of the new compute will be situated in the US, expanding on its $50bn commitment to strengthening the country’s computing infrastructure.
Demand for Anthropic’s AI tools has accelerated in 2026. Recent data shows that Anthropic is now capturing more than 73pc of all spending among companies buying AI tools for the first time, while its rival OpenAI is down to around 27pc.
According to the company, revenue run rate has already surpassed $30bn, up from around $9bn at the end of 2025. More than 1,000 of Anthropic’s business customers spend more than $1m on an annualised basis, doubling in less than two months, it added.
Given the growing fight for compute power, and the well-reported chips shortage, it would not be a surprise for Anthropic to look into the albeit extremely costly business of designing its own chips, but the sources admitted that no project team has yet been set up, and plans have not yet been set in place.
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