Hook

Their other posts in the index, biggest breakout first.
As of today's breaking news, it looks like the world's most valuable AI company has made a play to shatter what many would call a functional monopoly. And today sources like AI Weekly are claiming that Anthropic is in early stage talks with Samsung Electronics to design a custom 2nm AI chip. Supposedly they're targeting Samsung's ultra advanced 2nm process and next gen packaging. Sometimes when people hear Samsung, they don't think foundry, but they should, because they can build chips from scratch. If you've been following me, you've heard of many different players behind the scenes in the chip race. What's important to understand is that tech giants are spending at least $700 billion on AI infrastructure this year alone. And everyone's getting sick of paying the NVIDIA tax. Anthropic already hit a $96.5 billion valuation. I'd say they've been dethroned. And today sources like AI Weekly are claiming that Anthropic is in early stage talks with Samsung Electronics to design a custom 2nm AI chip. Supposedly they're targeting Samsung's ultra advanced 2nm process and next gen packaging. Sometimes when people hear Samsung, they don't think foundry, but they should, because they can build chips from scratch. If you've been following me, you've heard of many different players behind the scenes in the chip race. What's important to understand is that tech giants are spending at least $700 billion on AI infrastructure this year alone. And everyone's getting sick of paying the NVIDIA tax.