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67/100 Bullish 05.08.2026 · 14:14 Finrend AI ⏱ 1 dk 👁 6 TR

Anthropic Establishes In-House Chip Design Team for Claude

AI company Anthropic has decided to create its own chip design team to enhance the performance of its flagship model, Claude. In this context, the company has initiated a recruitment process to bring in talent specialized in hardware engineering. This move is seen as part of Anthropic's strategy to develop custom hardware solutions for AI workloads. The company's pivot to chip design aims to overcome computational bottlenecks encountered in the training and inference processes of current AI models. Custom chips can offer higher efficiency and performance compared to general-purpose processors, potentially expanding Claude's capabilities. This step stands out as a development parallel to the trend of tech giants developing their own silicon solutions. Anthropic's initiative could intensify competition in the AI hardware market. The company is expected to advance rapidly in this area by hiring engineers experienced in chip design. Experts note that such specialized hardware investments could provide cost advantages in the long run and accelerate model development processes. This development once again highlights the importance of vertical integration in the AI sector. Companies designing their own hardware can reduce supply chain dependencies while also increasing the pace of innovation. Anthropic's strategic move may serve as a model for other players in the industry. This is not investment advice.

📊 AMD — Piyasa Yorumu

■ neutral · 55%

The news indicates that Anthropic's establishment of its own chip design team poses a potential threat to AMD, but this is a long-term development. Technical indicators are mixed: RSI at 44 is weak but not oversold, MACD is below the signal line, and the price is below the SMA20 but above the SMA50. In the short term, the price is likely to consolidate in the 480-500 range. The impact of the news may be limited because company fundamentals and current product demand are not immediately affected by such news.

RSI 14
44.1
MACD
7.22
24h Δ
0.15%

📊 NVDA — Piyasa Yorumu

▲ up · 55%

The news indicates continued growth in the artificial intelligence sector, which can be interpreted as a positive industry signal for chip manufacturers like NVDA. However, the stock has risen 13.7% in the last 24 hours and is in overbought territory with an RSI of 81, suggesting limited upside in the short term. The MACD is positive and the price above the SMA supports a strong trend. Nevertheless, given the overbought conditions and the fact that the news is not specific to NVDA, a cautiously bullish expectation seems appropriate.

RSI 14
81.1
MACD
4.39
24h Δ
13.75%
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