🎙️ EP 304: Anthropic Custom Chips with Samsung & China Hits Breakthrough with LongCat-2.0

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The AI hardware race is mutating into a battle for pure infrastructure sovereignty. Following OpenAI’s recent reveal of its "Jalapeño" custom chip, Anthropic is striking back by entering early talks with Samsung to manufacture its own custom silicon. Meanwhile, China has achieved a monumental milestone in its quest for chip self-reliance as food delivery giant Meituan dropped LongCat-2.0, a massive 1.6-trillion parameter model trained entirely from scratch on a cluster of 50,000 domestic Chinese chips.

We’ll talk about:

• Anthropic initiating active discussions with Samsung to design and produce custom AI chips, looking to secure its own hardware economics alongside cloud giants Amazon and Google.
• Meituan pulling off a massive geopolitical feat with LongCat-2.0, proving China can handle the incredibly demanding pre-training phase completely within its domestic hardware ecosystem.
• OpenAI proposing a jaw-dropping plan to hand over 5% of its equity to a U.S. sovereign wealth fund to ease growing political pressure.
• Mark Zuckerberg candidly telling Meta staff that AI agents have not progressed as fast as expected despite massive internal reassignments.

Keywords: Anthropic AI chips, LongCat-2.0, OpenAI wealth fund, Meta AI agent.

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