Anthropic Seeks Samsung 2nm AI Chips as Nvidia, CoreWeave Gain
AVGO•Anthropic is in talks with Samsung to develop 2nm AI chips, potentially reducing demand for Broadcom’s custom ASIC partnerships. Meanwhile, analysts highlight Nvidia’s scale advantage and CoreWeave’s neocloud traction as top AI investments if inflation remains sticky, underscoring intensifying competition in Broadcom’s core markets.
1. Anthropic Explores Samsung 2nm Partnership
Anthropic is evaluating Samsung’s 2nm process for custom AI accelerators, aiming to surpass current 5nm and 3nm designs in power efficiency and inference speed. Discussions focus on leveraging Samsung’s extreme ultraviolet lithography to optimize performance for large language models.
2. Analysts Highlight Top AI Stocks
Market analysts recommend Nvidia and CoreWeave as leading AI investments under persistent inflation, emphasizing Nvidia’s dominant data center GPU deployments and CoreWeave’s expanding neocloud contracts with hyperscalers. Both companies are forecast to deliver double-digit revenue growth through increased enterprise AI adoption.
3. Implications for Broadcom
Broadcom may face pressure as flagship cloud and AI customers consider diversifying chip sourcing to Samsung’s advanced nodes and invest in competitive AI platforms. To defend its custom ASIC business, Broadcom might need to accelerate its own process partnerships or enhance R&D to match emerging performance benchmarks.
