Anthropic is reportedly in early discussions to acquire specialized AI inference chips from UK startup Fractile. These chips utilize an SRAM architecture, which aims to reduce the reliance on expensive DRAM memory. This potential deal would position Fractile as a fourth chip supplier for Anthropic, alongside established providers like Nvidia, Google, and Amazon. AI
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IMPACT Diversifies AI hardware supply chain for major labs, potentially reducing reliance on Nvidia and lowering inference costs.
RANK_REASON Significant potential deal for a major AI lab to diversify its hardware supply chain.