TSMC will invest up to one billion dollars in Anthropic and OpenAI

Despite mounting worries about the sharp increase in spending, TSMC intends to invest up to $1 billion in top AI developers Anthropic and OpenAI. Demonstrating the Taiwanese chipmaker’s confidence in the long-term demand for this technology.
In addition to providing AI infrastructure, the company is positioning itself to profit from ownership holdings in some of the most significant innovators in the industry.
The board of directors of TSMC authorized a $500 million investment on Tuesday to buy shares in Anthropic at the IPO price and a $500 million investment to buy preferred shares in OpenAI.
This action comes after Anthropic said on Tuesday that the price range for its IPO will be between $70 and $78 per share. With the goal of reaching a valuation of up to $1.4 trillion—possibly one of the biggest IPOs in history.
Additionally, the inventor of Claude is raising $26 billion through a different private placement supported by investors such as Microsoft, Google, Nvidia, AMD, and Alphabet.
The largest contract chip maker in the world, TSMC is a vital supplier to big AI firms like Nvidia. Whose expensive graphics processors power many of the models used in AI today.
The market for AI-related chips is still «very healthy,» according to TSMC, which posted its sixth straight quarter of record profits last month. However, it provided a gloomy prediction for 2027.
The company projects revenue growth of approximately 44% for the full year 2026, noting that demand continues to outpace its manufacturing capacity.