Samsung Electronics has made a significant investment in Anthropic, the developer of the artificial intelligence model 'Claude.' This investment not only enhances Samsung's potential to supply advanced high-bandwidth memory (HBM) but also lays the groundwork for securing big tech clients in its foundry business.
On May 28, Anthropic announced it raised $65 billion in its Series H funding round. This capital infusion values the company at $965 billion, making it the most valuable AI startup in the world, surpassing its competitor OpenAI, which is valued at $852 billion.
Notably, Samsung Electronics, along with SK Hynix and Micron, has been named a 'strategic infrastructure partner.'
In its official statement, Anthropic noted, "The technologies of these companies play a crucial role in the global supply of memory, storage, and logic chips," formalizing their collaboration to expand its computing capabilities.
Industry observers are particularly focused on Anthropic's mention of 'logic chips.' Unlike SK Hynix and Micron, which specialize in memory, Samsung operates its own foundry division based on advanced process technology. This suggests that Samsung's foundry may produce the core chips needed for Anthropic's next-generation Claude AI model.
Recently, Samsung has successfully secured contracts for AI chips from major global tech firms, establishing a strong foundation for its foundry revival. This includes contracts for Tesla's next-generation AI chips, 'AI5' and 'AI6,' as well as collaboration on NVIDIA's inference-specific language processing unit (LPU) 'Grok' chip.
If Samsung's foundry secures Anthropic as a client, it could further validate its advanced process technology and strengthen its position in the global foundry market.
* This article has been translated by AI.
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