Anthropic has signed a chip deal valued at $35 billion, according to Memeburn, in a move the outlet describes as a signal of "AI's New Money Race."
The scale of the agreement underscores how the competition among AI companies has shifted beyond software and models into the physical infrastructure that powers them. Securing chip supply has become a strategic priority, with major AI labs racing to lock in the semiconductors needed to train and run increasingly large models.
The $35 billion figure places this deal among the largest hardware commitments in the AI industry to date, reflecting the enormous capital now flowing into the sector as companies compete for computational advantage.
As AI development grows more hardware-intensive, who controls chip supply may matter as much as who writes the best code — making deals like this a defining front in the broader contest for AI leadership.