Find XO: Anthropic Approaches Samsung, Model Lab Chip War Draws in Korean Ecosystem (techcrunch.com)

- Anthropic is in talks with Samsung Electronics to manufacture custom AI chips, considering Samsung's 2-nanometer process and advanced packaging. - OpenAI revealed its inference chip Halapeno with Broadcom just one week ago. - However, since talks are still at an early stage, planning business as if large volumes will soon release through Samsung's supply chain is risky. - We should keep monitoring order signals but not use this as reason to abandon current customer problems.