Samsung and SK Hynix Skip Anthropic Chip Deal as TSMC, Micron Invest Big

At a glance

Nvidia, TSMC, Micron and other chipmakers joined investment tied to AI company Anthropic's IPO. Samsung Electronics and SK Hynix were left out of this new round.

Key points

1. 1

   Seven companies will invest a total of $26 billion, with Google and Nvidia each putting in $10 billion.

2. 2

   Samsung and SK Hynix took part in the May Series H round but did not join this time.

3. 3

   Micron added $1 billion after earlier supplying memory directly and developing technology together.

4. 4

   Industry sees short-term impact as limited because HBM (high-bandwidth memory) suppliers hold the upper hand.

Why it matters

It shows how deeply AI companies are tying up with chipmakers, and it could reshape memory competition over the long run.