AI觉醒星球
Awakening is here
Knowledge File / 全球热点解读
2026-06-07 5 浏览 公开

趋势解读:Anthropic poaches OpenAI's second-ever chip engineer as both,解读最新研究结论

Anthropic从OpenAI挖走其定制芯片项目第二位硬件工程师Clive Chan,两家公司均准备IPO,Anthropic考虑自研芯片。

SOURCE / 全球热点解读 MIN / 9 ACCESS / 公开 POST / 2026-06-07 16:33:06

原贴

查看原文
作者:Matthias Bastian 来源站点:the-decoder.com 原贴时间:

原文

Clive Chan, who says he was the second hardware employee in OpenAI's custom chip program, is moving to Anthropic. The departure comes as both companies prepare for IPOs and Anthropic is reportedly considering building its own chips. In a public post , Chan wrote that he's proud to have been part of the program. The "density of hardware talent" on the team was extraordinary. "I don't think there's a better chip design team anywhere," he said, expecting that the chips developed there would become "one of the most important engines of AGI." Despite those apparently stellar conditions, he's now joining Anthropic, OpenAI's biggest rival, which, like Chan's former employer, is on the verge of going public . At OpenAI, Chan worked on building custom chips from scratch and was involved in the strategic partnership between OpenAI and Broadcom , although that partnership reportedly hit snags over production costs and OpenAI's creditworthiness . Ad Whether Anthropic hired Chan to design custom chips or to optimize software for existing hardware isn't clear. His LinkedIn role description, "perplexity per picojoule," could mean either. Perplexity is a common metric for how well language models predict text, and a picojoule is a tiny unit of energy. Ad DEC_D_Incontent-1 So the goal is to squeeze as much model performance as possible out of every unit of energy. That can happen through better software on existing GPUs and TPUs or through custom silicon tailored to Anthropic's models. According to Reuters , Anthropic is weighing the idea of designing its own AI chips, following the path OpenAI and Meta have already taken. The plans were still in early stages as of April 2026, with no dedicated team yet. Chan could help build one, and he's bringing all his OpenAI chip knowledge with him. Ad Anthropic currently runs Claude on Google's TPUs and Amazon chips. The company recently signed a long-term deal with Google and Broadcom as part of a commitment to invest $50 billion in US computing infrastructure. Custom chips would give Anthropic a real financial edge. For inference especially, purpose-built silicon could deliver bigger margins over time. That matters even more as AI increasingly becomes an infrastructure play rather than a research-breakthrough story. Ad DEC_D_Incontent-2 Before joining OpenAI in January 2024, Chan spent about two and a half years at Tesla's Autopilot division, according to his LinkedIn . There he worked on a custom chip for ML training, handling software framework bring-up, datacenter co-design, and energy-efficient number formats. Ad Subscribe to THE DECODER for ad-free reading, a weekly AI newsletter, our exclusive "AI Radar" frontier report six times a year, full archive access, and access to our comment section.

中文翻译

克莱夫·陈 (Clive Chan) 表示,他是 OpenAI 定制芯片项目中的第二位硬件员工,他将跳槽到 Anthropic。此次离职之际,两家公司都在准备首次公开募股,据报道,Anthropic 正在考虑打造自己的芯片。陈在公开帖子中写道,他很自豪能够成为该计划的一部分。团队中的“硬件人才密度”非同寻常。 “我认为任何地方都没有更好的芯片设计团队,”他说,并期望那里开发的芯片将成为“AGI 最重要的引擎之一”。尽管拥有这些表面上出色的条件,他现在还是加入了 OpenAI 最大的竞争对手 Anthropic,该公司与 Chan 的前雇主一样,也即将上市。在 OpenAI,Chan 致力于从头开始构建定制芯片,并参与了 OpenAI 和 Broadcom 之间的战略合作伙伴关系,尽管据报道该合作伙伴关系在生产成本和 OpenAI 的信誉度方面遇到了障碍。目前尚不清楚 Anthropic 是否聘请 Chan 来设计定制芯片或优化现有硬件的软件。他在 LinkedIn 上的角色描述“每皮焦耳的困惑度”可能意味着其中之一。困惑度是衡量语言模型预测文本效果的常用指标,皮焦耳是一个微小的能量单位。 Ad DEC_D_Incontent-1 因此,目标是从每个能量单位中榨取尽可能多的模型性能。这可以通过现有 GPU 和 TPU 上更好的软件或通过针对 Anthropic 模型定制的定制芯片来实现。据路透社报道,Anthropic 正在考虑沿着 OpenAI 和 Meta 已经采取的道路设计自己的人工智能芯片。截至 2026 年 4 月,该计划仍处于早期阶段,还没有专门的团队。 Chan 可以帮助构建一个,并且他会带来他所有的 OpenAI 芯片知识。 Ad Anthropic 目前在 Google 的 TPU 和亚马逊芯片上运行 Claude。该公司最近与谷歌和博通签署了一项长期协议,作为向美国计算基础设施投资 500 亿美元的承诺的一部分。定制芯片将为 Anthropic 带来真正的财务优势。特别是对于推理而言,随着时间的推移,专用芯片可以提供更大的利润。随着人工智能日益成为一种基础设施而不是研究突破性的故事,这一点变得更加重要。 Ad DEC_D_Incontent-2 根据 LinkedIn 的信息,在 2024 年 1 月加入 OpenAI 之前,Chan 在特斯拉的 Autopilot 部门工作了大约两年半。在那里,他致力于开发用于机器学习训练的定制芯片、处理软件框架启动、数据中心协同设计和节能数字格式。

核心信息

Anthropic从OpenAI挖走其定制芯片项目第二位硬件工程师Clive Chan,两家公司均准备IPO,Anthropic考虑自研芯片。

  • Anthropic挖走OpenAI芯片工程师,加速自研AI芯片。
  • 两家公司均接近IPO,芯片人才争夺激烈。
  • 定制芯片可大幅降低推理成本,提升利润。
  • Chan经验丰富,曾参与OpenAI-Broadcom合作。

详细解读

这是什么信号
Anthropic从OpenAI挖走定制芯片项目的第二位硬件工程师,表明AI芯片人才争夺战白热化。随着两家公司临近IPO,硬件能力成为估值关键。Anthropic正在考虑自研芯片,Chan的加入可能加速这一进程。

为什么重要
定制AI芯片能显著降低推理成本并提升性能,这对Anthropic长期利润率至关重要。当前Anthropic依赖Google TPU和亚马逊芯片,自研芯片可减少第三方依赖并优化模型效率。Chan在OpenAI从零构建芯片的经验,以及参与Broadcom合作,使他成为稀缺人才。

对谁有价值
对AI公司:芯片自研成为竞争壁垒,需关注人才布局。对投资者:Anthropic IPO前景可能因芯片战略而提升。对硬件供应商:如Broadcom,需关注合作关系变化。对AI从业者:理解芯片对模型效率的影响,可调整技术选型。

可以怎么行动
1. 追踪Anthropic芯片团队进展,评估对Claude成本的影响。2. 对比OpenAI、Meta的芯片路线,寻找投资机会。3. 对于使用AI服务的公司,关注未来推理定价变化。4. 开发者可关注定制芯片带来的模型优化新方向(如每焦耳效能)。

风险或限制
芯片开发周期长、投入巨大(500亿美元投资),短期难以量产。Chan个人能力虽强,但团队建设需要时间。此外,OpenAI可能采取措施限制知识转移。自研芯片若失败,Anthropic将面临高昂沉没成本。

信息差价值

信息差价值:多数媒体报道停留在人才流动本身,但本条揭示出Anthropic自研芯片的实质性进展和Chan的独特背景(特斯拉Autopilot芯片经验)。这为理解AI基础设施竞争提供了深层视角。

业务启发:对于AI公司,硬件自研正从可选变为必选项,尤其是规模推理阶段。对于上游芯片厂商,AI公司的内部芯片团队可能成为合作伙伴或竞争对手。对于云服务商,需提前布局与Anthropic的芯片兼容性。

可沉淀动作:建立Anthropic芯片战略跟踪看板,定期更新团队架构、合作伙伴和量产时间线。分析其每焦耳效能指标对模型架构设计的影响,形成技术报告。同时,对比OpenAI的芯片计划,输出竞争格局分析。

参考来源

上一篇 趋势解读:Symbolica 2.0,解读最新 AI 进展 下一篇 【必读】每日AI日报 2026-06-07