When a company like Anthropic, which currently commands a polar position within the prevailing narrative around AI’s uncontested proliferation, mentions its critical supply chain partner Samsung in a positive light, the key purveyors of the industry pay an inordinate amount of attention, with some even concocting fanciful narratives that might not stand the test of time. We are now in the midst of one such situation, where Anthropic’s passing remarks on “logic chips” has unleashed a flood of speculation regarding its possible tie-up with Samsung’s fabs. Anthropic highlights the “critical role” that Samsung, SK hynix, and Micron play “in the […]
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