<p><strong>Claude</strong>的母公司<strong>Anthropic</strong>據報道正在初步階段評估自主開發芯片的可能性。</p><h2><strong>初步芯片開發計劃</strong></h2><p>據知情人士週四對路透社透露，該計劃仍處於探索階段，尚無正式承諾、最終設計或專門團隊進行開發。</p><p>據報告稱，該公司仍然可能選擇繼續購買芯片而不是自主開發芯片。</p><p>Anthropic 並未立即回應 Benzinga 的評論請求。</p><p>此發展背景下，公司及其競爭對手正在努力應對AI 芯片短缺問題，而這些芯片是推動和開發下一代 AI 系統的關鍵。</p><h2><strong>AI 熱潮推動緊迫性</strong></h2><p>討論的背景是 Anthropic 的 Claude 模型需求不斷加速。</p><p>本週早些時候，該公司表示其年化收入增速已超過 300 億美元，相比 2025 年底約 90 億美元的水平大幅增長。</p><p>與此同時，Anthropic 與五角大樓之間的法律爭議持續發酵。本週早些時候，在華盛頓特區的聯邦上訴法院拒絕暫時叫停五角大樓將 Anthropic 列為國家安全風險的決定。</p><p>在特朗普政府時期，由於拒絕放寬對 Claude 聊天機器人用於監控或自動化武器的限制，Anthropic 被歸類為供應鏈威脅公司。</p><h2><strong>依賴大科技公司的硬件</strong></h2><p>目前，Anthropic 依賴由<strong>Alphabet 公司</strong> (NASDAQ:GOOG) (NASDAQ:GOOGL) <strong>谷歌</strong> 和 <strong>亞馬遜公司</strong> (NASDAQ:AMZN) 提供的芯片來訓練和運行其 AI 系統。</p><p>此外，Anthropic 還與谷歌和<strong>Broadcom 公司</strong> (NASDAQ:AVGO) 簽訂了長期協議，作為加強美國 AI 基礎設施的一部分，而 Broadcom 則幫助設計谷歌的張量處理器單元。</p><h2><strong>行業趨勢：轉向定製芯片</strong></h2><p>Anthropic 的這一考量與 AI 行業的整體趨勢相吻合。</p><p>包括<strong>Meta 平台公司</strong> (NASDAQ:META) 和<strong>ChatGPT</strong>母公司<strong>OpenAI</strong>也在探索定製芯片策略以減少對外部供應商的依賴，同時優化其特定模型的性能。</p><p>據報道，設計先進 AI 芯片既複雜又耗資，開發成本最高可達 5 億美元。</p><p>根據<strong>Benzinga Edge Ratings</strong>，Meta 股票在質量方面排名 89 百分位，但在短期、中期和長期時間段內目前呈下降趨勢。</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>免責聲明：</strong> 本內容部分由 AI 工具協助生成，並經 Benzinga 編輯審閲後發佈。</em></p><p><em>圖片來源：Shutterstock 上 gguy 提供的照片。</em></p>

谷歌-C

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<p>隨着 Claude 模型的需求激增並超過年化 300 億美元的營收增速，Anthropic 正探索開發自主 AI 芯片以應對全球芯片短缺。該計劃仍處於初期階段，尚未正式確認。目前，Anthropic 依賴谷歌和亞馬遜提供的芯片。這一舉措與 AI 行業整體趨勢相符，包括 Meta 和 OpenAI 等公司也正考慮通過定製芯片方案提升性能並減少對外部供應商的依賴</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>據報道正在初步階段評估自主開發芯片的可能性。</p></div><h2><strong>Early-Stage Chip Ambitions</strong></h2>
<div class="lb-trans"><h2><strong>初步芯片開發計劃</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>據知情人士週四對路透社透露，該計劃仍處於探索階段，尚無正式承諾、最終設計或專門團隊進行開發。</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>據報告稱，該公司仍然可能選擇繼續購買芯片而不是自主開發芯片。</p></div><p>Anthropic did not immediately respond to Benzinga's request for comments.</p>
<div class="lb-trans"><p>Anthropic 並未立即回應 Benzinga 的評論請求。</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>此發展背景下，公司及其競爭對手正在努力應對AI 芯片短缺問題，而這些芯片是推動和開發下一代 AI 系統的關鍵。</p></div><h2><strong>AI Boom Fuels Urgency</strong></h2>
<div class="lb-trans"><h2><strong>AI 熱潮推動緊迫性</strong></h2></div><p>The discussions comeamid accelerating demand for Anthropic's Claude models.</p>
<div class="lb-trans"><p>討論的背景是 Anthropic 的 Claude 模型需求不斷加速。</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>本週早些時候，該公司表示其年化收入增速已超過 300 億美元，相比 2025 年底約 90 億美元的水平大幅增長。</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>與此同時，Anthropic 與五角大樓之間的法律爭議持續發酵。本週早些時候，在華盛頓特區的聯邦上訴法院拒絕暫時叫停五角大樓將 Anthropic 列為國家安全風險的決定。</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>在特朗普政府時期，由於拒絕放寬對 Claude 聊天機器人用於監控或自動化武器的限制，Anthropic 被歸類為供應鏈威脅公司。</p></div><h2><strong>Reliance On Big Tech Hardware</strong></h2>
<div class="lb-trans"><h2><strong>依賴大科技公司的硬件</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 依賴由<strong>Alphabet 公司</strong> (NASDAQ:GOOG) (NASDAQ:GOOGL) <strong>谷歌</strong> 和 <strong>亞馬遜公司</strong> (NASDAQ:AMZN) 提供的芯片來訓練和運行其 AI 系統。</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 還與谷歌和<strong>Broadcom 公司</strong> (NASDAQ:AVGO) 簽訂了長期協議，作為加強美國 AI 基礎設施的一部分，而 Broadcom 則幫助設計谷歌的張量處理器單元。</p></div><h2><strong>Industry-Wide Shift Toward Custom Silicon</strong></h2>
<div class="lb-trans"><h2><strong>行業趨勢：轉向定製芯片</strong></h2></div><p>Anthropic's deliberations mirror a broader trend across the AI sector.</p>
<div class="lb-trans"><p>Anthropic 的這一考量與 AI 行業的整體趨勢相吻合。</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>也在探索定製芯片策略以減少對外部供應商的依賴，同時優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>據報道，設計先進 AI 芯片既複雜又耗資，開發成本最高可達 5 億美元。</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>根據<strong>Benzinga Edge Ratings</strong>，Meta 股票在質量方面排名 89 百分位，但在短期、中期和長期時間段內目前呈下降趨勢。</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>免責聲明：</strong> 本內容部分由 AI 工具協助生成，並經 Benzinga 編輯審閲後發佈。</em></p></div><p><em>Photo Courtesy: gguy on Shutterstock.com</em></p>
<div class="lb-trans"><p><em>圖片來源：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 正在初步評估內部芯片開發，仍處於探索階段。  
- 目前尚無正式承諾或專門團隊，公司可能繼續購買芯片。  
- 該公司年收入已超過 300 億美元，面臨 AI 芯片短缺問題。

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Anthropic 在全球芯片短缺情況下計劃開發定製AI芯片，Claude需求激增超年化300億美元：報告