Overview
- Anthropic announced on Friday, May 29, 2026, that it closed a $65 billion Series H that values the company at $965 billion, making it the most valuable private AI firm in the coverage.
- The round included strategic investments from Samsung, Micron and SK hynix, with Anthropic saying those firms’ technologies play a critical role in global memory, storage and logic chip supply.
- Samsung stands out because it both supplies memory and operates a logic‑chip foundry, which is why market coverage links its stake to the plausible start of a chip‑design or contract‑manufacturing relationship for Anthropic’s accelerators.
- To meet urgent compute demand Anthropic has also secured large capacity commitments, including 5 gigawatts from AWS, 5 gigawatts of next‑gen TPU capacity from Google and Broadcom, and rented GPU capacity from SpaceX’s Colossus clusters.
- The combination of huge capital, chipmaker partners and big compute deals eases near‑term capacity limits but concentrates counterparty and supply‑chain risk and raises the stakes for any future manufacturing pact with Samsung, whose recent foundry wins and HBM4 shipments make such a deal more plausible though not confirmed.