# Claude LLM

The Memory Moat: Why AI Giants are Racing to Secure the Upstream Supply Chain

Micron’s strategic investment in Anthropic signals a pivotal shift in the AI industry, moving beyond GPU scarcity to focus on high-bandwidth memory (HBM) as the next critical bottleneck. By securing ties with the world's top three memory makers, Anthropic is building a hardware-backed supply chain to ensure the long-term scalability of its Claude models.