[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-anthropic-custom-chip-samsung-talks-zh":3,"article-related-anthropic-custom-chip-samsung-talks-zh":33,"series-industry-5d505449-f498-45fe-8a59-8ca4bbff37aa":80},{"id":4,"slug":5,"title":6,"content":7,"summary":8,"source":9,"source_url":10,"author":11,"image_url":12,"cover_image":12,"category":13,"language":14,"translated_content":11,"related_article_id":15,"keywords":16,"key_takeaways":25,"views":29,"created_at":30,"published_at":31,"topic_cluster_id":32},"5d505449-f498-45fe-8a59-8ca4bbff37aa","anthropic-custom-chip-samsung-talks-zh","Anthropic 與 Samsung 談客製 AI 晶片","\u003Cp data-speakable=\"summary\">\u003Ca href=\"\u002Ftag\u002Fanthropic\">Anthropic\u003C\u002Fa> 正和 Samsung 談客製 AI 晶片，目標是多一條硬體路線，不是立刻換掉現有供應商。\u003C\u002Fp>\u003Cp>說真的，這件事很有意思。Anthropic 不是先發表晶片，而是先談合作。這種節奏很像在試水溫，也像在算帳。\u003C\u002Fp>\u003Cp>時間點也很剛好。\u003Ca href=\"\u002Ftag\u002Fopenai\">OpenAI\u003C\u002Fa> 才和 \u003Ca href=\"https:\u002F\u002Fwww.broadcom.com\" target=\"_blank\" rel=\"noopener\">Broadcom\u003C\u002Fa> 公布 Jalapeño 不久，Anthropic 就傳出找 \u003Ca href=\"https:\u002F\u002Fwww.samsung.com\" target=\"_blank\" rel=\"noopener\">Samsung\u003C\u002Fa> 談客製晶片。AI 公司現在真的開始把硬體當成核心策略了。\u003C\u002Fp>\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth>公司\u003C\u002Fth>\u003Cth>已知進展\u003C\u002Fth>\u003Cth>代表意義\u003C\u002Fth>\u003C\u002Ftr>\u003C\u002Fthead>\u003Ctbody>\u003Ctr>\u003Ctd>Anthropic\u003C\u002Ftd>\u003Ctd>和 Samsung 談客製 AI 晶片\u003C\u002Ftd>\u003Ctd>代表它開始認真看硬體選項\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>OpenAI\u003C\u002Ftd>\u003Ctd>和 Broadcom 公布 Jalapeño\u003C\u002Ftd>\u003Ctd>把自研或客製晶片拉進主戰場\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Anthropic\u003C\u002Ftd>\u003Ctd>仍使用 Google、Amazon、Nvidia 晶片\u003C\u002Ftd>\u003Ctd>表示它不是要立刻換供應鏈\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Samsung\u003C\u002Ftd>\u003Ctd>本來就和 Nvidia 合作 AI 晶片\u003C\u002Ftd>\u003Ctd>讓它有實際製造與供應鏈底子\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch2>Anthropic 還在摸索，不是已經下單\u003C\u002Fh2>\u003Cp>目前最重要的訊號，是 Anthropic 還沒決定晶片要做什麼。它還沒定義用途，也沒決定放在 server 哪個位置。效能目標也還在討論中。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783209770318-6psy.png\" alt=\"Anthropic 與 Samsung 談客製 AI 晶片\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>講白了，這還不是產品。這\u003Ca href=\"\u002Fnews\u002Ffeaturedcustomers-ranks-21-mlops-vendors-customer-success-zh\">比較\u003C\u002Fa>像策略會議。公司先看自己要的是訓練、推論，還是其他特定工作負載，再決定要不要真的做下去。\u003C\u002Fp>\u003Cp>Anthropic 也沒有說要丟掉現有供應商。它現在的 compute 仍靠 \u003Ca href=\"\u002Ftag\u002Fgoogle\">Google\u003C\u002Fa>、Amazon、\u003Ca href=\"\u002Ftag\u002Fnvidia\">Nvidia\u003C\u002Fa>。這代表它想加選項，不是翻桌重來。\u003C\u002Fp>\u003Cul>\u003Cli>這次消息先由 \u003Ca href=\"https:\u002F\u002Fwww.theinformation.com\u002F\" target=\"_blank\" rel=\"noopener\">The Information\u003C\u002Fa> 提到。\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.reuters.com\u002F\" target=\"_blank\" rel=\"noopener\">Reuters\u003C\u002Fa> 4 月就寫過 Anthropic 在看自家晶片。\u003C\u002Fli>\u003Cli>Anthropic 說過，diversified hardware stack 仍是它的重點。\u003C\u002Fli>\u003Cli>這種做法比較像控成本，也像分散供應風險。\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Samsung 不是路人，是能做事的製造夥伴\u003C\u002Fh2>\u003Cp>Samsung 會出現在這個故事裡，不意外。它本來就在 AI 供應鏈裡，而且跟 Nvidia 有深度合作。這表示它不是只會講簡報的名字。\u003C\u002Fp>\u003Cp>如果 Anthropic 真要做客製晶片，製造能力很重要。晶片不是畫圖就能出貨。製程、封裝、量產良率，這些都會決定最後能不能用。\u003C\u002Fp>\u003Cp>Samsung 也曾和 Google 討論過晶片合作。這說明它在 AI silicon 這條線上，想同時接多個客戶，不是只押單一陣營。\u003C\u002Fp>\u003Cblockquote>“We have a diversified hardware stack that includes chips from Google, Amazon, and Nvidia, and that will continue to be pivotal to our compute strategy.” — Anthropic, quoted by TechCrunch\u003C\u002Fblockquote>\u003Cp>這句話很直白。Anthropic 沒打算立刻切斷舊供應鏈。它更像是在找一個能讓自己多一條路的方案。\u003C\u002Fp>\u003Cp>如果客製晶片真的往前走，第一個好處通常不是炫技，而是效率。推論\u003Ca href=\"\u002Fnews\u002Fcalifornia-claude-deal-cuts-agency-ai-costs-half-zh\">成本\u003C\u002Fa>、功耗、server 利用率，這些才是大公司最在意的帳單數字。\u003C\u002Fp>\u003Ch2>和 OpenAI 比，才看得出壓力在哪\u003C\u002Fh2>\u003Cp>Anthropic 這步棋，最好拿 OpenAI 來看。OpenAI 的 Jalapeño 是 \u003Ca href=\"\u002Ftag\u002Finference\">inference\u003C\u002Fa> processor，重點是把模型跑得更省。這種晶片很適合已經大規模上線的服務。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783209771571-c5w6.png\" alt=\"Anthropic 與 Samsung 談客製 AI 晶片\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>Anthropic 還沒說晶片要做 training 還是 inference。這差很多。training 要吃超高算力，inference 則更看重成本和吞吐量。\u003C\u002Fp>\u003Cp>所以現在的訊號很清楚。AI 公司不想只買通用 GPU。它們想把硬體做得更貼近自己的模型。\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fopenai.com\" target=\"_blank\" rel=\"noopener\">OpenAI\u003C\u002Fa> 已經把客製晶片拉到台面上。\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.nvidia.com\" target=\"_blank\" rel=\"noopener\">Nvidia\u003C\u002Fa> 仍是主流，但壓力開始變大。\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Faws.amazon.com\" target=\"_blank\" rel=\"noopener\">Amazon\u003C\u002Fa> 的自家晶片，早就證明雲端廠商能自己做硬體。\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fcloud.google.com\u002F\" target=\"_blank\" rel=\"noopener\">Google Cloud\u003C\u002Fa> 的 TPU 也一直是參考案例。\u003C\u002Fli>\u003C\u002Ful>\u003Cp>這不是單一公司的小\u003Ca href=\"\u002Fnews\u002Fopentag-turns-slack-threads-into-actions-zh\">動作\u003C\u002Fa>。這是整個 AI 產業在改變採購邏輯。以前是買最強 GPU。現在是看哪種硬體最適合自己的模型。\u003C\u002Fp>\u003Cp>我覺得這會讓大模型公司更像半導體客戶，而不只是軟體公司。接下來，算力成本會直接影響產品定價。\u003C\u002Fp>\u003Ch2>這件事的背景，比表面上更大\u003C\u002Fh2>\u003Cp>AI 模型越大，算力帳單越可怕。訓練要燒錢，推論也要燒錢。當產品流量一上來，GPU 成本就會變成財務部門最先盯的數字。\u003C\u002Fp>\u003Cp>所以客製晶片不是炫耀。它是控制成本的方法，也是控制供應的手段。當你不能完全靠單一供應商時，第二條路就很值錢。\u003C\u002Fp>\u003Cp>對台灣開發者來說，這件事也很現實。未來的 AI 服務，不只看模型 API，還要看背後跑在哪種硬體上。這會影響延遲、價格，還有可用性。\u003C\u002Fp>\u003Ch2>Anthropic 下一步會很關鍵\u003C\u002Fh2>\u003Cp>現在最值得看的是，Anthropic 會不會把這件事講得更具體。只要它開始講 workload、製程，或量產時間，這件事就不再只是傳聞。\u003C\u002Fp>\u003Cp>我猜它如果真的做，第一版會很保守。先做單一用途，先看推論成本能不能壓下來。這種做法比較務實，也比較像 Anthropic 一貫風格。\u003C\u002Fp>\u003Cp>接下來你可以盯兩個點。第一，Anthropic 會不會公開更多硬體合作。第二，Samsung 會不會把這條合作線擴到更多 AI 客戶。這兩個訊號一出來，整個 AI 晶片版圖就會更清楚。\u003C\u002Fp>","Anthropic 正和 Samsung 談客製 AI 晶片，想在 Google、Amazon、Nvidia 之外多一條硬體路線。這代表 AI 公司開始把晶片當成成本與供應鏈管理的一部分。","techcrunch.com","https:\u002F\u002Ftechcrunch.com\u002F2026\u002F07\u002F02\u002Fanthropic-is-discussing-a-new-custom-chip-with-samsung\u002F",null,"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783209770318-6psy.png","industry","zh","1dcb0804-eec1-435f-a007-2cf45ae71816",[17,18,19,20,21,22,23,24],"Anthropic","Samsung","AI晶片","客製晶片","Nvidia","OpenAI","Broadcom","推論晶片",[26,27,28],"Anthropic 正和 Samsung 談客製 AI 晶片，但還在早期摸索。","這代表 AI 公司開始把晶片視為成本與供應鏈工具。","OpenAI 和 Broadcom 的 Jalapeño，讓這波硬體競賽更明顯。",0,"2026-07-05T00:02:24.73051+00:00","2026-07-05T00:02:24.721+00:00","934dbacd-9bb0-45c6-8e73-084b26489646",{"tags":34,"relatedLang":39,"relatedPosts":43},[35,37],{"name":21,"slug":36},"nvidia",{"name":17,"slug":38},"anthropic",{"id":15,"slug":40,"title":41,"language":42},"anthropic-custom-chip-samsung-talks-en","Anthropic talks custom chip plans with Samsung","en",[44,50,56,62,68,74],{"id":45,"slug":46,"title":47,"cover_image":48,"image_url":48,"created_at":49,"category":13},"6db6339b-ea7b-4167-9940-ff59c0f1fd88","california-claude-deal-cuts-agency-ai-costs-half-zh","加州 Claude 合約把 AI 成本砍半","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783188195001-s0it.png","2026-07-04T18:02:50.9024+00:00",{"id":51,"slug":52,"title":53,"cover_image":54,"image_url":54,"created_at":55,"category":13},"dd7533a2-95e7-4a62-9027-a8ce01e10536","featuredcustomers-ranks-21-mlops-vendors-customer-success-zh","FeaturedCustomers 只留 21 家 MLOps 供比較","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783166560998-h520.png","2026-07-04T12:02:15.273975+00:00",{"id":57,"slug":58,"title":59,"cover_image":60,"image_url":60,"created_at":61,"category":13},"f1181b6f-368d-401b-8386-74c9cc287b50","booz-allen-openai-secure-ai-deployable-zh","Booz Allen + OpenAI 把安全 AI 做成可部署","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783144998660-wrc5.png","2026-07-04T06:02:46.766079+00:00",{"id":63,"slug":64,"title":65,"cover_image":66,"image_url":66,"created_at":67,"category":13},"619fcc60-9724-4df3-acd0-acf6107a6fcc","tokenized-securities-will-not-replace-public-markets-zh","代幣化證券短期內不會取代公開市場","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783132365461-jzfk.png","2026-07-04T02:32:17.976855+00:00",{"id":69,"slug":70,"title":71,"cover_image":72,"image_url":72,"created_at":73,"category":13},"577cbd98-37df-47e1-84e5-77a2417a1529","equity-tokenization-platform-development-services-zh","6 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框架瞄準電力、言論與州權","2026-03-26T07:12:18.695466+00:00",{"id":92,"slug":93,"title":94,"created_at":95},"ea6be18b-c903-4e54-97b7-5f7447a612e0","nvidia-gtc-2026-big-ai-announcements-zh","NVIDIA GTC 2026 重點拆解","2026-03-26T07:14:26.62638+00:00",{"id":97,"slug":98,"title":99,"created_at":100},"4bcec76f-4c36-4daa-909f-54cd702f7c93","claude-users-spreading-out-and-getting-better-zh","Claude 用戶更分散，也更會用","2026-03-26T07:22:52.325888+00:00",{"id":102,"slug":103,"title":104,"created_at":105},"bd903b15-2473-4178-9789-b7557816e535","openclaw-raises-hard-question-for-ai-models-zh","OpenClaw 逼問 AI 模型價值","2026-03-26T07:24:54.707486+00:00",{"id":107,"slug":108,"title":109,"created_at":110},"eeac6b9e-ad9d-4831-8eec-8bba3f9bca6a","gap-google-gemini-checkout-fashion-search-zh","Gap 把結帳搬進 Gemini","2026-03-26T07:28:23.937768+00:00",{"id":112,"slug":113,"title":114,"created_at":115},"0740e53f-605d-4d57-8601-c10beb126f3c","google-pushes-gemini-transition-to-march-2026-zh","Google 把 Gemini 轉換延到 2026 年 3…","2026-03-26T07:30:12.825269+00:00",{"id":117,"slug":118,"title":119,"created_at":120},"e660d801-2421-4529-8fa9-86b82b066990","metas-llama-4-benchmark-scandal-gets-worse-zh","Meta Llama 4 分數風波又擴大","2026-03-26T07:34:21.156421+00:00",{"id":122,"slug":123,"title":124,"created_at":125},"183f9e7c-e143-40bb-a6d5-67ba84a3a8bc","accenture-mistral-ai-sovereign-enterprise-deal-zh","Accenture 攜手 Mistral AI 賣主權 AI","2026-03-26T07:38:14.818906+00:00",{"id":127,"slug":128,"title":129,"created_at":130},"191d9b1b-768a-478c-978c-dd7431a38149","mistral-ai-faces-its-hardest-year-yet-zh","Mistral AI 迎來最硬的一年","2026-03-26T07:40:23.716374+00:00"]