Anthropic is exploring developing its own AI chips as global shortages of processors intensify. The move comes as demand for its Claude model surges, pushing revenue beyond $30 billion in 2026. The company currently relies on chips from Google and Amazon but may join rivals like Meta and OpenAI in building custom silicon.

AI lab Anthropic is exploring the possibility of designing its own chips, as the company responds to ongoing shortages of AI processors needed for advanced system development. The plans are in early stages and the company may still decide to only buy AI chips and not design any.

Reuters reports that the company has yet to commit to a specific design or put together a dedicated team to work on the project, indicating the exploration remains preliminary.

Revenue surge drives hardware needs

The consideration comes as demand for Anthropic's AI model Claude has accelerated in 2026, with the startup's run-rate revenue now surpassing $30 billion, up from about $9 billion at the end of 2025. This dramatic growth has intensified the company's need for reliable chip access.