Anthropic's multi-chip strategy is playing smoothly, with Microsoft, Google, and Amazon all sharing the benefits. If Maia 200 becomes successful, it could save a lot of money.

AIMPACT reports that Anthropic is currently in preliminary discussions with Microsoft about leasing Maia’s self-developed chips. If an agreement is reached, Anthropic will become a major customer of Maia 200 and deploy on Azure to reduce Copilot costs. This aligns with its multi-chip strategy, and it has long-term leasing arrangements for Google TPU and Amazon’s self-developed chips. Despite this quarter’s revenue of approximately $11 billion and a profit of $560 million, Anthropic has committed to paying huge cloud expenses to the three largest cloud providers. Microsoft’s relationship with Anthropic has warmed—after investing $5 billion, it has become a core customer, and it plans to expand Claude usage rights while increasing resource tilting and adding new server clusters.