Anthropic's Samsung Silicon Bet: A $19 Billion Compute Bill, Custom Inference Chips, and the Road to a Record October IPO - July 15, 2026

Anthropic's Samsung Silicon Bet: A $19 Billion Compute Bill, Custom Inference Chips, and the Road to a Record October IPO Anthropic is reportedly designing its first custom AI inference chip and holding early talks with Samsung about manufacturing it on a two nanometer process, a direct strike at a compute bill approaching $19 billion this year. Chris and Laura unpack the economics behind the move, the OpenAI Jalapeno precedent, the Samsung versus TSMC calculus, and why it all lands just months before a confidentially filed IPO that could raise more than $60 billion. Hosted by Chris and Laura. The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem. #AI #Anthropic #Samsung #AIChips #AIIPO