Anthropic
As of 2026-10-09, Anthropic has 5 tracked suppliers and 2 tracked customers in this dataset; its largest supplier by market cap is NVIDIA.
Sourced from 4 references — primary source, Wikipedia — last verified .
AI safety lab building the Claude models; runs on TPUs, Trainium, and GPUs.
- Headquarters
- San Francisco
- Founded
- 2021
- Employees
- 2,500
- Market position
- major
- Value-chain segment
- AI Labs / Model Builders
- Key products
- Claude models (multi-chip trained: Trainium/TPU/GPU), Project Rainier (AWS Trainium2 compute cluster)
About Anthropic
Anthropic, headquartered in United States, operates in the AI Labs / Model Builders segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Claude models (multi-chip trained: Trainium/TPU/GPU), Project Rainier (AWS Trainium2 compute cluster). wafergraph maps 5 tracked suppliers and 2 tracked customers for Anthropic across the value chain. It has a supply-chain criticality score of 7/100, with 16 companies downstream of it. Anthropic is a party to 6 tracked deals, including Amazon invests $4B in Anthropic; Amazon doubles Anthropic stake to $8B; Google commits up to $2B to Anthropic.
Anthropic, PBC is an American artificial intelligence (AI) public benefit corporation headquartered in San Francisco, California. Its flagship product is Claude, a series of proprietary large language models (LLMs). In January 2021, with the goal of promoting AI safety, Anthropic was founded by former members of OpenAI, including siblings Daniela Amodei and Dario Amodei, who are president and CEO, respectively. The company is privately held but reportedly plans an initial public offering in 2026. Valued at US$965 billion in a May 2026 Series H funding round, Anthropic is one of the world's most valuable AI pure play companies, rivaled by OpenAI.
Role in the chain
Anthropic is a market major in AI & Data Center (AI Labs / Model Builders), headquartered in United States. AI safety lab building the Claude models; runs on TPUs, Trainium, and GPUs.
Diligence questions
- The dataset records 5 tracked suppliers for Anthropic. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 2 of Anthropic's tracked suppliers are a monopoly or leader (including CoreWeave, NVIDIA). Which of those are actually single-source for the process step you care about?
- The dataset names 2 tracked customers for Anthropic. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Anthropic is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Anthropic is private in this dataset (no ticker). What primary-source filings or audited statements exist, and what is still only a one-liner?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- Claude models (multi-chip trained: Trainium/TPU/GPU)
- Project Rainier (AWS Trainium2 compute cluster)
Suppliers
Customers
More AI & Data Center companies
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Anthropic — supply chain, financials & market position”, https://wafergraph.com/company/anthropic (data as of 2026-10-09).
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