Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027 (The Information)

Anthropic is negotiating with UK-based Fractile to purchase AI inference chips starting in 2027, signaling a strategic diversification away from reliance on traditional chip suppliers like NVIDIA and signaling industry-wide efforts to secure specialized AI computing capacity. This move reflects broader competitive pressures in the AI space where leading organizations are securing alternative chip sources to reduce supply chain risk and potentially lower inference costs as the market matures. For IT organizations, this underscores the critical importance of monitoring AI chip supply chain developments and planning infrastructure investments around emerging alternatives to established vendors.