Samsung Electronics and SK Hynix have acquired strategic stakes in Anthropic, a US-based AI company that develops the Claude model family. This investment is part of a US$65bil Series H funding round that values Anthropic at US$965bil, surpassing OpenAI’s valuation of US$852bil recorded in late March. The funding round also saw participation from Micron, Capital Group, Coatue, GIC, Blackstone, Fidelity, Baillie Gifford, and Temasek.

The partnership highlights a focus on scaling AI compute infrastructure. Anthropic noted that its memory partners are integral to the supply of memory, storage, and logic chips required to meet customer demand. For Samsung, the collaboration has fueled speculation regarding potential foundry orders—contract manufacturing services for custom AI hardware. While Samsung currently supplies memory, the firm is exploring opportunities to fabricate custom AI chips, a move that could bolster its foundry division which recently secured contracts for Tesla’s AI5 and AI6 chips and Nvidia’s Grok3 inference processor.

Samsung currently holds a 7.2% share of the global foundry market, trailing the industry leader TSMC by 62.7 percentage points. Industry observers interpret the stake in Anthropic as a signal that Samsung aims to deepen its ties within the AI supply chain to secure future growth. Anthropic, founded in 2021 by former OpenAI staff, reported that its annualised revenue exceeded US$47bil this month and anticipates its first operating profit in the second quarter. This valuation surge occurred roughly three years and two months after the launch of the first Claude product.

Samsung Electronics and SK Hynix have acquired strategic stakes in Anthropic, a US-based AI company that develops the Claude model family. This investment is part of a US$65bil Series H funding round that values Anthropic at US$965bil, surpassing OpenAI’s valuation of US$852bil recorded in late March. The funding round also saw participation from Micron, Capital Group, Coatue, GIC, Blackstone, Fidelity, Baillie Gifford, and Temasek.

The partnership highlights a focus on scaling AI compute infrastructure. Anthropic noted that its memory partners are integral to the supply of memory, storage, and logic chips required to meet customer demand. For Samsung, the collaboration has fueled speculation regarding potential foundry orders—contract manufacturing services for custom AI hardware. While Samsung currently supplies memory, the firm is exploring opportunities to fabricate custom AI chips, a move that could bolster its foundry division which recently secured contracts for Tesla’s AI5 and AI6 chips and Nvidia’s Grok3 inference processor.

Samsung currently holds a 7.2% share of the global foundry market, trailing the industry leader TSMC by 62.7 percentage points. Industry observers interpret the stake in Anthropic as a signal that Samsung aims to deepen its ties within the AI supply chain to secure future growth. Anthropic, founded in 2021 by former OpenAI staff, reported that its annualised revenue exceeded US$47bil this month and anticipates its first operating profit in the second quarter. This valuation surge occurred roughly three years and two months after the launch of the first Claude product.