Elon Musk’s SpaceX and Tesla groups have contacted semiconductor equipment giants Applied Materials, Tokyo Electron, Lam Research and Samsung Electronics for price quotes and delivery timelines on tools needed to build a U.S. AI chip fabrication complex dubbed Terafab. Bloomberg says the outreach reflects Musk’s “light‑speed” ambition to create a vertically integrated supply chain that could rival TSMC, Samsung and Intel, moving the project beyond concept into early procurement. Read more →

San Francisco‑based Anthropic is weighing the development of its own artificial‑intelligence chips, according to three sources familiar with the effort. The move comes as the company’s annualized revenue run rate for its Claude models surged past $30 billion, up from roughly $9 billion at the end of 2025. Anthropic still runs workloads on a mix of Google‑Broadcom TPUs, Amazon‑custom silicon and Nvidia GPUs, and has just secured a long‑term deal for 3.5 gigawatts of TPU capacity beginning in 2027. The firm has not yet formed a dedicated chip team and may continue buying off‑the‑shelf silicon. Read more →