Anthropic 将自主设计硬件，为 Claude 提供算力支持

AI 服务提供商这样做有几个原因。首先，行业中许多公司高度依赖 Nvidia 提供运行其模型所需的硬件，而 Nvidia 在这一领域持续拥有的议价能力可能构成一种战略脆弱性。尤其是在 AI 公司所处的计算基础设施竞争激烈、需求持续超过当前供给能力的环境中，这一点更为明显。

其次，针对特定模型设计芯片，反过来也针对硬件优化模型，可能带来更好的性能。因此，举例来说，如果 OpenAI 能够从这种垂直整合中获得回报，那么可以肯定，Anthropic 和其他前沿模型提供商也会希望拥有同样的优势。

就此而言，Anthropic 表示，其团队将并行协同设计新硬件和模型。该公司此前曾与合作伙伴共同设计过某些硬件，但如今的计划是将更多芯片专业能力引入 Anthropic 内部。

Anthropic 或许还希望，这能够帮助其前沿模型获得额外的竞争优势——因为软件开发者及其他用户正开始探索在自己的硬件或边缘设备上运行更便宜、更小型或开放权重模型的可能性。

不过，由于 Anthropic 仍在招聘关键团队成员，无论是该公司还是其用户，都还需要一段时间才能看到实际收益。

There are a few reasons AI providers are doing this. First, much of the industry is heavily reliant on Nvidia for the hardware the companies’ models run on, and Nvidia’s continued leverage there is a potential strategic vulnerability, especially as AI companies operate in an environment where compute infrastructure is highly competitive as demand continues to outstrip current capacity.

Second, designing chips for specific models and vice versa could lead to better performance. So, for example, if OpenAI can reap the rewards of that vertical integration, you can bet Anthropic and other frontier model providers will want that advantage as well.

To that point, Anthropic says its teams will co-design new hardware and models side by side. It has co-designed certain hardware with partners before, but the plan is now to bring more silicon expertise inside Anthropic itself.

Anthropic may also hope this could help its frontier models get some extra competitive edge as software developers and other users begin exploring running cheaper, smaller, or open-weight models on their own hardware or on edge devices.

However, since Anthropic is still in the process of hiring key team members, it will be some time before either the company or its users see any benefits.