Samsung Electronics and SK hynix are making strategic bets on Anthropic, taking stakes in its latest funding round as part of a broader push into AI infrastructure, memory, and foundry collaborations that could reshape their roles with Claude-scale models.

The funding round valued Anthropic at about $965 billion, a steep rise from its prior valuation and higher than OpenAI, signaling strong investor enthusiasm for AI infrastructure.

Anthropic is leveraging a growing compute footprint, including an agreement with Amazon to secure up to 5 GW of additional data-center capacity, to support accelerating demand for Claude.

The move comes as Korea’s AI services market expands, with generative-AI subscriptions reaching record levels and enterprise demand driving rapid adoption across workforces.

Anthropic, founded in 2021 by former OpenAI staff, reports annualized revenue exceeding $47 billion and anticipates its first operating profit in the second quarter, underscoring rapid growth.

SK hynix is expected to supply high-bandwidth memory for Anthropic’s data centers, supporting performance and efficiency as Claude and other models scale.

Participation in Anthropic’s funding could give Micron and SK hynix early visibility into memory bandwidth needs for next-generation models, informing potential development of advanced HBM.

Industry sources say the investments are as much about aligning with Anthropic and other AI partners as about financial returns, signaling broader strategic ambitions.

Micron and SK hynix are expanding beyond memory supply toward the broader AI ecosystem to meet rising HBM demand for large models.

Anthropic says the funding will scale compute and ties its memory partners to the supply of memory, storage, and logic chips critical for Claude and future models.

The company emphasizes that its memory-partner technologies play a central role in supporting scalable AI compute and potential future customer engagements.

Anthropic’s valuation surge reflects investor excitement about AI infrastructure, with enthusiasm outpacing some peers in the sector.