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This article explains the concept of AI chips, how they work, and why companies like Anthropic are exploring custom chip design as a strategic move to optimize performance and control their AI infrastructure.
Anthropic has signed a multi-gigawatt TPU deal with Google and Broadcom to secure computing capacity for AI development, with resources expected to come online in 2027.
Meta has signed a multi-billion dollar deal to rent Google's TPUs, challenging Nvidia's dominance in the AI chip market. The move signals increased competition and innovation in AI hardware.