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Market Gaming GPU Memory Shortage Pushes RTX 5090 Over $3,000 as AI Data Centers Outbid Consumers Funding Crusoe Energy in Talks to Raise $3B at $30B Valuation; AI Data Center Operator Triples Mark in 9 Months Breaking LangChain + NVIDIA Nemotron NemoClaw Achieves 10x Cost Reduction for Enterprise Agents Funding Anthropic in talks with Samsung for custom AI chip on 2nm foundry process Breaking OpenAI launches GPT-Live voice models with full-duplex streaming and live delegation Breaking JetBrains develops governance layer for Claude Code, Codex, Gemini CLI across teams Policy White House Executive Order 14412 mandates post-quantum cryptography by 2030 for federal systems Chips Rapidus targets 2027 2nm mass production with single-wafer processing; Japan bets national semiconductor revival on one Hokkaido fab Funding EdVisorly closes $13.3M Series A for college transfer AI automation Market Together AI launches Provisioned Throughput: reserved capacity for open models at 90% below Claude Opus list Chips NVIDIA Nemotron 3 Ultra matches closed-model performance at 10x lower cost via LangChain harness tuning Chips Budget smartphone sales collapse 22% as memory costs hit 64% of BOM amid HBM supply crunch Chips DeepSeek developing in-house inference chip to cut Nvidia, Huawei reliance Chips SiPearl Rhea CPU enters bring-up; Europe's first HPC processor on track for end-2026 Market Waymo Begins Driverless Operations in San Diego, Las Vegas, Tampa, Denver Market Oregon utility raises data center rates 29.7% under POWER Act; residential bills cut 1.3% Funding Gradium voice AI startup extends seed to $100M+ with $30M NVIDIA-backed tranche Funding SambaNova raises $1B at $11B valuation; JPMorganChase deploys SN50 for on-prem AI inference Funding Blue Origin closes first outside funding round at $130B valuation; raises $10B led by Coatue Breaking OpenAI releases GPT-5.6 Sol, Terra, Luna publicly after ending government preview limits Market Gaming GPU Memory Shortage Pushes RTX 5090 Over $3,000 as AI Data Centers Outbid Consumers Funding Crusoe Energy in Talks to Raise $3B at $30B Valuation; AI Data Center Operator Triples Mark in 9 Months Breaking LangChain + NVIDIA Nemotron NemoClaw Achieves 10x Cost Reduction for Enterprise Agents Funding Anthropic in talks with Samsung for custom AI chip on 2nm foundry process Breaking OpenAI launches GPT-Live voice models with full-duplex streaming and live delegation Breaking JetBrains develops governance layer for Claude Code, Codex, Gemini CLI across teams Policy White House Executive Order 14412 mandates post-quantum cryptography by 2030 for federal systems Chips Rapidus targets 2027 2nm mass production with single-wafer processing; Japan bets national semiconductor revival on one Hokkaido fab Funding EdVisorly closes $13.3M Series A for college transfer AI automation Market Together AI launches Provisioned Throughput: reserved capacity for open models at 90% below Claude Opus list Chips NVIDIA Nemotron 3 Ultra matches closed-model performance at 10x lower cost via LangChain harness tuning Chips Budget smartphone sales collapse 22% as memory costs hit 64% of BOM amid HBM supply crunch Chips DeepSeek developing in-house inference chip to cut Nvidia, Huawei reliance Chips SiPearl Rhea CPU enters bring-up; Europe's first HPC processor on track for end-2026 Market Waymo Begins Driverless Operations in San Diego, Las Vegas, Tampa, Denver Market Oregon utility raises data center rates 29.7% under POWER Act; residential bills cut 1.3% Funding Gradium voice AI startup extends seed to $100M+ with $30M NVIDIA-backed tranche Funding SambaNova raises $1B at $11B valuation; JPMorganChase deploys SN50 for on-prem AI inference Funding Blue Origin closes first outside funding round at $130B valuation; raises $10B led by Coatue Breaking OpenAI releases GPT-5.6 Sol, Terra, Luna publicly after ending government preview limits
Funding

Anthropic in talks with Samsung for custom AI chip on 2nm foundry process

Anthropic is in early talks with Samsung Electronics to be a manufacturing partner for custom AI chips, according to Bloomberg reporting on The Information. The discussions remain in early stages, with Anthropic still defining the chip's functions, performance targets, and infrastructure role. Samsung Foundry's 2nm process and advanced packaging capabilities are being considered, with both parties exploring how custom silicon fits into Anthropic's broader AI data center strategy.

The partnership aligns with Anthropic's existing relationship with Samsung: during its Series H funding round in May 2026, Anthropic named Samsung Electronics, SK Hynix, and Micron as 'strategic infrastructure partners.' Anthropic is reportedly planning AI data centers with 1GW total capacity and ~$50B investment, of which approximately half goes to hardware including custom AI chips (ASICs), DRAM, and NAND flash. Samsung is uniquely positioned as the only one of the three memory suppliers with a foundry business capable of manufacturing advanced logic chips.

Anthropic's custom chip efforts follow similar moves by OpenAI (Jalapeño chip with Broadcom), Google (Tensor Processing Units), Meta (MTIA accelerators), and Amazon (Trainium chips). Anthropic has already hired Clive Chan, who previously led OpenAI's custom chip program, signaling serious commitment. However, Anthropic told Bloomberg that Amazon Trainium chips, Google TPUs, and NVIDIA GPUs will remain foundational to its computing strategy; custom chips represent diversification, not replacement.

For infrastructure architects evaluating AI-native compute strategies, the Anthropic-Samsung discussions signal a strategic inflection: frontier AI labs are moving from pure software play to vertically-integrated semiconductor design. Samsung's 2nm capacity (reportedly improving to ~21k wafers/month by end-2026, 163% growth from 8k in 2024) remains below TSMC's ~100k/month, but offers Anthropic an alternative to TSMC's crowded roadmap and tight capacity allocation. Success here would validate Samsung Foundry's bid to capture custom AI chip design wins beyond smartphone SoCs.

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