Anthropic
Anthropic is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include NVIDIA, Alphabet (Google), Amazon (Annapurna Labs). Its key customers include Microsoft, Perplexity AI.
AI safety lab building the Claude models; runs on TPUs, Trainium, and GPUs.
- Headquarters
- United States
- Market position
- major
- Value-chain segment
- AI Labs / Model Builders
- Key products
- Claude models (multi-chip trained: Trainium/TPU/GPU), Project Rainier (AWS Trainium2 compute cluster)
About Anthropic
Anthropic, headquartered in United States, operates in the AI Labs / Model Builders segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Claude models (multi-chip trained: Trainium/TPU/GPU), Project Rainier (AWS Trainium2 compute cluster). wafergraph maps 5 tracked suppliers and 2 tracked customers for Anthropic across the value chain. It has a supply-chain criticality score of 7/100, with 16 companies downstream of it. Anthropic is a party to 6 tracked deals, including Amazon invests $4B in Anthropic; Amazon doubles Anthropic stake to $8B; Google commits up to $2B to Anthropic.
Key products
- Claude models (multi-chip trained: Trainium/TPU/GPU)
- Project Rainier (AWS Trainium2 compute cluster)