TSMC Reportedly Approves $1B in OpenAI, Anthropic
Apple's chip maker wants in on the AI action too.
TL;DR
- MacRumors reports TSMC board approved up to $1B total for stakes in OpenAI and Anthropic.
- According to MacRumors, another $500M cleared for a new semiconductor investment firm.
- MacRumors notes OpenAI and Anthropic are developing their own chips, competing for TSMC capacity.
MacRumors reports that TSMC’s board has given the nod to invest as much as $1 billion into AI players OpenAI and Anthropic. The plan splits the money with up to $500 million in shares for each company.
According to MacRumors, the same board also cleared another $500 million to set up a new outfit focused on semiconductor investments across the industry.
TSMC is the company that builds Apple’s custom silicon. MacRumors notes that OpenAI and Anthropic are both cooking up their own processors, which puts them in line for the same advanced manufacturing capacity Apple uses.
The move, MacRumors says citing its sources, pulls TSMC closer to firms that compete with Apple not just for fab time but in the broader AI race. MacRumors adds that OpenAI is rumored to be eyeing hardware that could go head-to-head with Apple products.
The Tea
TSMC isn’t just making chips for everyone anymore; it’s betting its own cash on the AI upstarts that might one day need even more of its capacity. For Apple, that means its key supplier is now financially tied to the very companies chasing similar silicon dreams. The supply chain just got a little more tangled, and the money is clearly flowing toward whoever can keep the AI party going.
Sources
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