<p><strong>Claude</strong>的母公司<strong>Anthropic</strong>据报道正在初步阶段评估自主开发芯片的可能性。</p><h2><strong>初步芯片开发计划</strong></h2><p>据知情人士周四对路透社透露，该计划仍处于探索阶段，尚无正式承诺、最终设计或专门团队进行开发。</p><p>据报告称，该公司仍然可能选择继续购买芯片而不是自主开发芯片。</p><p>Anthropic 并未立即回应 Benzinga 的评论请求。</p><p>此发展背景下，公司及其竞争对手正在努力应对AI 芯片短缺问题，而这些芯片是推动和开发下一代 AI 系统的关键。</p><h2><strong>AI 热潮推动紧迫性</strong></h2><p>讨论的背景是 Anthropic 的 Claude 模型需求不断加速。</p><p>本周早些时候，该公司表示其年化收入增速已超过 300 亿美元，相比 2025 年底约 90 亿美元的水平大幅增长。</p><p>与此同时，Anthropic 与五角大楼之间的法律争议持续发酵。本周早些时候，在华盛顿特区的联邦上诉法院拒绝暂时叫停五角大楼将 Anthropic 列为国家安全风险的决定。</p><p>在特朗普政府时期，由于拒绝放宽对 Claude 聊天机器人用于监控或自动化武器的限制，Anthropic 被归类为供应链威胁公司。</p><h2><strong>依赖大科技公司的硬件</strong></h2><p>目前，Anthropic 依赖由<strong>Alphabet 公司</strong> (NASDAQ:GOOG) (NASDAQ:GOOGL) <strong>谷歌</strong> 和 <strong>亚马逊公司</strong> (NASDAQ:AMZN) 提供的芯片来训练和运行其 AI 系统。</p><p>此外，Anthropic 还与谷歌和<strong>Broadcom 公司</strong> (NASDAQ:AVGO) 签订了长期协议，作为加强美国 AI 基础设施的一部分，而 Broadcom 则帮助设计谷歌的张量处理器单元。</p><h2><strong>行业趋势：转向定制芯片</strong></h2><p>Anthropic 的这一考量与 AI 行业的整体趋势相吻合。</p><p>包括<strong>Meta 平台公司</strong> (NASDAQ:META) 和<strong>ChatGPT</strong>母公司<strong>OpenAI</strong>也在探索定制芯片策略以减少对外部供应商的依赖，同时优化其特定模型的性能。</p><p>据报道，设计先进 AI 芯片既复杂又耗资，开发成本最高可达 5 亿美元。</p><p>根据<strong>Benzinga Edge Ratings</strong>，Meta 股票在质量方面排名 89 百分位，但在短期、中期和长期时间段内目前呈下降趋势。</p><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/10021030/Screenshot-2026-04-10-at-10.32.12%E2%80%AFAM-1.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="442" height="277" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/10021030/Screenshot-2026-04-10-at-10.32.12%E2%80%AFAM-1.png"/></p><p><em><strong>免责声明：</strong> 本内容部分由 AI 工具协助生成，并经 Benzinga 编辑审阅后发布。</em></p><p><em>图片来源：Shutterstock 上 gguy 提供的照片。</em></p>

谷歌-C

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谷歌-A

<p>随着 Claude 模型的需求激增并超过年化 300 亿美元的营收增速，Anthropic 正探索开发自主 AI 芯片以应对全球芯片短缺。该计划仍处于初期阶段，尚未正式确认。目前，Anthropic 依赖谷歌和亚马逊提供的芯片。这一举措与 AI 行业整体趋势相符，包括 Meta 和 OpenAI 等公司也正考虑通过定制芯片方案提升性能并减少对外部供应商的依赖</p>

<p><strong>Claude</strong>-parent <strong>Anthropic</strong> is reportedly in the preliminary stages of evaluating in-house chip development.</p>
<div class="lb-trans"><p><strong>Claude</strong>的母公司<strong>Anthropic</strong>据报道正在初步阶段评估自主开发芯片的可能性。</p></div><h2><strong>Early-Stage Chip Ambitions</strong></h2>
<div class="lb-trans"><h2><strong>初步芯片开发计划</strong></h2></div><p>The effort remains exploratory, with no formal commitment, finalized design, or dedicated team in place, Reuters reported on Thursday, citing people familiar with the matter.</p>
<div class="lb-trans"><p>据知情人士周四对路透社透露，该计划仍处于探索阶段，尚无正式承诺、最终设计或专门团队进行开发。</p></div><p>The company could still opt to continue purchasing chips rather than building its own, the report said.</p>
<div class="lb-trans"><p>据报告称，该公司仍然可能选择继续购买芯片而不是自主开发芯片。</p></div><p>Anthropic did not immediately respond to Benzinga's request for comments.</p>
<div class="lb-trans"><p>Anthropic 并未立即回应 Benzinga 的评论请求。</p></div><p>The development comes as the company and its competitors grapple with a shortage of AI chips required to power and advance next-generation AI systems.</p>
<div class="lb-trans"><p>此发展背景下，公司及其竞争对手正在努力应对AI 芯片短缺问题，而这些芯片是推动和开发下一代 AI 系统的关键。</p></div><h2><strong>AI Boom Fuels Urgency</strong></h2>
<div class="lb-trans"><h2><strong>AI 热潮推动紧迫性</strong></h2></div><p>The discussions comeamid accelerating demand for Anthropic's Claude models.</p>
<div class="lb-trans"><p>讨论的背景是 Anthropic 的 Claude 模型需求不断加速。</p></div><p>The company earlier this week said its annualized revenue run rate has surged past $30 billion, up from roughly $9 billion at the end of 2025.</p>
<div class="lb-trans"><p>本周早些时候，该公司表示其年化收入增速已超过 300 亿美元，相比 2025 年底约 90 亿美元的水平大幅增长。</p></div><p>Meanwhile, Anthropic is currently embroiled in a legal controversy with the Pentagon. Earlier this week, a federal appeals court in Washington, D.C., declined to temporarily block the Pentagon's decision to label Anthropic a national security risk.</p>
<div class="lb-trans"><p>与此同时，Anthropic 与五角大楼之间的法律争议持续发酵。本周早些时候，在华盛顿特区的联邦上诉法院拒绝暂时叫停五角大楼将 Anthropic 列为国家安全风险的决定。</p></div><p>The <strong>Donald Trump</strong> administration classified the company as a supply-chain concern after it refused to ease safeguards on its Claude chatbot for uses such as surveillance or autonomous weapons.</p>
<div class="lb-trans"><p>在特朗普政府时期，由于拒绝放宽对 Claude 聊天机器人用于监控或自动化武器的限制，Anthropic 被归类为供应链威胁公司。</p></div><h2><strong>Reliance On Big Tech Hardware</strong></h2>
<div class="lb-trans"><h2><strong>依赖大科技公司的硬件</strong></h2></div><p>Currently, Anthropic depends on a mix of chips from <strong>Alphabet Inc.'s</strong> (NASDAQ:GOOG) (NASDAQ:GOOGL) <strong>Google</strong> and <strong>Amazon.com, Inc.</strong> (NASDAQ:AMZN) to train and run its AI systems.</p>
<div class="lb-trans"><p>目前，Anthropic 依赖由<strong>Alphabet 公司</strong> (NASDAQ:GOOG) (NASDAQ:GOOGL) <strong>谷歌</strong> 和 <strong>亚马逊公司</strong> (NASDAQ:AMZN) 提供的芯片来训练和运行其 AI 系统。</p></div><p>It also signed a long-term agreement with Google and <strong>Broadcom Inc.</strong> (NASDAQ:AVGO), which helps design Google's tensor processing units, as part of a broader push to strengthen U.S. AI infrastructure.</p>
<div class="lb-trans"><p>此外，Anthropic 还与谷歌和<strong>Broadcom 公司</strong> (NASDAQ:AVGO) 签订了长期协议，作为加强美国 AI 基础设施的一部分，而 Broadcom 则帮助设计谷歌的张量处理器单元。</p></div><h2><strong>Industry-Wide Shift Toward Custom Silicon</strong></h2>
<div class="lb-trans"><h2><strong>行业趋势：转向定制芯片</strong></h2></div><p>Anthropic's deliberations mirror a broader trend across the AI sector.</p>
<div class="lb-trans"><p>Anthropic 的这一考量与 AI 行业的整体趋势相吻合。</p></div><p>Companies, including <strong>Meta Platforms, Inc.</strong> (NASDAQ:META) and <strong>ChatGPT</strong>-parent <strong>OpenAI</strong> are also exploring custom chip strategies to reduce dependence on external suppliers and optimize performance for their specific models.</p>
<div class="lb-trans"><p>包括<strong>Meta 平台公司</strong> (NASDAQ:META) 和<strong>ChatGPT</strong>母公司<strong>OpenAI</strong>也在探索定制芯片策略以减少对外部供应商的依赖，同时优化其特定模型的性能。</p></div><p>Designing advanced AI chips is both complex and costly, with estimates suggesting development can run as high as $500 million, the report said.</p>
<div class="lb-trans"><p>据报道，设计先进 AI 芯片既复杂又耗资，开发成本最高可达 5 亿美元。</p></div><p>Meta stock ranks in the 89th percentile for Quality in <strong>Benzinga Edge Ratings</strong>, but is currently trending downward across short, medium and long-term timeframes.</p>
<div class="lb-trans"><p>根据<strong>Benzinga Edge Ratings</strong>，Meta 股票在质量方面排名 89 百分位，但在短期、中期和长期时间段内目前呈下降趋势。</p></div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/10021030/Screenshot-2026-04-10-at-10.32.12%E2%80%AFAM-1.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/10021030/Screenshot-2026-04-10-at-10.32.12%E2%80%AFAM-1.png"/></p>
<p><em><strong>Disclaimer:</strong> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>
<div class="lb-trans"><p><em><strong>免责声明：</strong> 本内容部分由 AI 工具协助生成，并经 Benzinga 编辑审阅后发布。</em></p></div><p><em>Photo Courtesy: gguy on Shutterstock.com</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock 上 gguy 提供的照片。</em></p></div>

Anthropic Eyes Custom AI Chips Amid Global Shortage As Claude Demand Surges Past $30 Billion Run Rate: Report

- Anthropic 正在初步评估内部芯片开发，仍处于探索阶段。  
- 目前尚无正式承诺或专门团队，公司可能继续购买芯片。  
- 该公司年收入已超过 300 亿美元，面临 AI 芯片短缺问题。

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Anthropic 在全球芯片短缺情况下计划开发定制AI芯片，Claude需求激增超年化300亿美元：报告