Anthropic is designing its own chips and is expected to expand its infrastructure over the next couple of years, including contracting its own data centers and building more of its own infrastructure.

“I you know to increase my business well then you know like okay then Anthropocene I have to start like building their own stuff and obviously they're going to eventually focus on you know they're building their own chips already or at least designing their own chips it'll expand out their you know they're contracting their own data centers and building their own infra in the next couple years”