The AI hardware race is mutating into a battle for pure infrastructure sovereignty. Following OpenAI’s recent reveal of its "Jalapeño" custom chip, Anthropic is striking back by entering early talks with Samsung to manufacture its own custom silicon. Meanwhile, China has achieved a monumental milestone in its quest for chip self-reliance as food delivery giant Meituan dropped LongCat-2.0, a massive 1.6-trillion parameter model trained entirely from scratch on a cluster of 50,000 domestic Chinese chips.

We’ll talk about:

• Anthropic initiating active discussions with Samsung to design and produce custom AI chips, looking to secure its own hardware economics alongside cloud giants Amazon and Google.
• Meituan pulling off a massive geopolitical feat with LongCat-2.0, proving China can handle the incredibl ...