Speaking at the forum, SK Group Chairman Chey said Anthropic was making its own "computing power" without elaborating, potentially referring to a plan reported by Reuters that the AI lab is exploring the possibility of designing its own chips.
An Anthropic spokesperson said the startup had no updates to share but is always exploring options, drawing on a range of chips for a diversified approach to computing. Anthropic CEO Amodei made no comment on the reported plan.
Demand for Anthropic's AI model Claude has accelerated in 2026, and the plan, if confirmed, underscores the urgency in the AI sector to respond to the shortage of chips to power and develop more advanced systems.
Speaking at the summit, Amodei said Anthropic had signed supply deals with Samsung Electronics and SK Hynix, without providing further details.
In May, Anthropic raised funding at a post-money valuation of $965 billion, naming Samsung Electronics, SK Hynix and Micron as partners whose technologies play a critical role in the supply of memory, storage and logic chips.
Chey said AI customers were seeking far more memory than previously anticipated, pointing to recent discussions with Nvidia, Anthropic, OpenAI and Broadcom.
Chey said Nvidia's projected memory requirement over the next five years could soon prove to be higher.
"I wouldn't be surprised if, the next time I see (Huang), he'll tell me those figures were too low and say, 'I want more,'" Chey said.
He said Broadcom CEO Hock Tan also told him the company's memory demand was likely to surpass available supply, and that Anthropic was regularly checking on future chip availability as it moves beyond developing AI models to building computing capacity.
Chey said OpenAI would require enormous computing power over the coming years and had urged SK to supply chips directly to the ChatGPT maker.
SMH•
