The AI race is becoming a hardware race too.

The AI race is becoming a hardware race too. Reports say Anthropic is exploring Microsoft’s custom AI chips as companies look for ways to reduce dependence on Nvidia. That matters because artificial intelligence is not only about models anymore. It is also about chips, data centers, cloud infrastructure, energy, cost, and who controls the computing power behind the next generation of AI tools. The bigger question is not only who builds the smartest model. It is who can run it at scale.