Anthropic Weighs Building Custom AI Chips as Claude Revenue Surges Past $30B Run Rate

CNBC·high signal

Reuters reports Anthropic is exploring custom AI chip design to reduce dependence on Nvidia, Google TPUs, and Amazon chips — joining OpenAI and Meta in the custom silicon race. Plans are early-stage with no dedicated team yet, but the move comes as Claude demand drives revenue from $9B (end-2025) to $30B+ run rate. Multiple outlets (CNBC, BusinessToday, Benzinga) confirmed on April 10, with Anthropic's recent 3.5GW TPU deal providing immediate capacity while custom chips would be a longer-term hedge.