Jim Cramer has urged investors to exercise caution regarding reports that Anthropic is in discussions with Samsung Electronics Co. to manufacture a custom AI chip, emphasizing that the news remains unconfirmed by either party. The potential partnership aims to leverage Samsung's manufacturing capabilities to produce hardware tailored for Anthropic's AI models, though no final agreement has been announced.

Anthropic is reportedly in discussions with Samsung about developing a custom AI chip. The project appears to be in its early stages, reported TechCrunch. As per the report, Anthropic has not yet determined the chip’s exact purpose, how it would integrate into its server infrastructure or the level of performance it is targeting. The company has also not made a final decision on whether it will proceed with the effort.

The reported talks follow an April report that said Anthropic had been considering designing its own AI chips to help address ongoing supply constraints and reduce reliance on third-party hardware. The move, if it materializes, would place Anthropic among a growing list of AI companies pursuing custom silicon to power their models more efficiently while reducing dependence on Nvidia Corp, which continues to dominate the AI chip market.

AI Chip Race Intensifies

The report also comes shortly after rival OpenAI announced a partnership with Broadcom Inc. to develop its own inference processor, known as “Jalapeño.” OpenAI has said the chip delivers improved performance per watt compared with competing offerings. Meanwhile, Amazon.com, Inc. and Alphabet Inc.’s Google already deploy proprietary AI chips across their cloud platforms. Samsung is a major player in semiconductor manufacturing and works closely with Nvidia while also collaborating with other technology companies on AI chip development.

Market Reaction and Company Stance

Reacting to the report, CNBC’s Cramer questioned whether investors should treat the news as credible before either company confirms it. "Now, Anthropic, the most promotional private company I may have ever seen, is said to be building its own custom chip with Samsung," Cramer said. He added that reports based solely on unnamed sources can move markets prematurely. "Of course that sends everything down because we really don't have anything but a rumor. I want to hear it from either company or both."

Neither Anthropic nor Samsung has publicly announced a custom AI chip partnership. However, in a statement to TechCrunch, Anthropic said its compute strategy will continue to depend on a diversified hardware stack featuring chips from Google, Amazon and Nvidia. It declined to comment further on the reported collaboration with Samsung.

Anthropic is betting that artificial intelligence will reshape scientific research with the launch of Claude Science, a new AI workbench designed specifically for scientists. The platform, unveiled on Tuesday, brings literature analysis, computational biology tools, reproducible code generation, and large-scale computing workflows into a single interface. This marks Anthropic's most significant expansion into life sciences, aiming to accelerate scientific discovery and healthcare innovation.

Platform Capabilities

Claude Science is built to support researchers across genomics, proteomics, structural biology, and cheminformatics. The platform integrates more than 60 scientific databases and tools, enabling scientists to generate publication-ready figures, analyze complex datasets, and manage compute-intensive workloads through a unified AI interface.

Anthropic said the platform connects with Nvidia Corp's BioNeMo Agent Toolkit, providing researchers with native access to specialized biology models such as Evo 2, Boltz-2, and OpenFold3. The company is initially releasing Claude Science in beta for Pro, Max, Team, and Enterprise users.

Market Context

The launch comes as the prominence of AI in corporate dealmaking cools. According to PwC's analysis of the world's 100 largest corporate M&A transactions, around one-third of deals in 2025 cited AI as a strategic rationale. That figure fell to 17% during the first half of 2026.

The decline was particularly evident in pharma and life sciences, where AI references were among the lowest across sectors. PwC noted that AI mentions have become concentrated in industries closest to the infrastructure buildout, including technology, manufacturing, and power and utilities. Buyers are becoming more disciplined about where the technology creates durable value, increasingly favoring partnerships and targeted investments over outright acquisitions.

Strategic Implications

Anthropic's move suggests a different path to monetizing AI in healthcare. Instead of positioning itself for acquisition by pharmaceutical giants, Anthropic is aiming to make Claude Science the daily research layer for scientists, covering tasks from reviewing literature and designing experiments to analyzing genomic data and preparing manuscripts. If adopted widely, this strategy could establish AI as essential scientific infrastructure.

The launch puts focus on companies competing to become the default AI platform for scientific research, including Tempus AI, Inc., Recursion Pharmaceuticals, Inc., Schrodinger, Inc., Absci Corporation, and Nvidia's healthcare ecosystem.