# chip diversification

Anthropic’s $30bn War Chest and OpenAI’s Chip Diversification Signal a New Phase in the AI Arms Race

Anthropic has raised $30 billion at a roughly $380 billion valuation to accelerate research and infrastructure, while OpenAI released GPT‑5.3‑Codex‑Spark on Cerebras hardware to lessen its reliance on Nvidia. The moves underscore a shift toward capital‑heavy model development and strategic chip diversification, with Chinese firms simultaneously open‑sourcing large models and pushing robotics and embodied AI.