Anthropic Develops AI Chips; Nvidia Launches Revenue-Sharing AI Infrastructure

On July 2, 2025, CHAGEE, a Chinese tea chain, experienced a system malfunction in its online ordering mini-program, causing all products to be priced at zero yuan. The company's Hubei subsidiary issued an apology, explaining that a configuration error in the backend led to the 'Yuanshan Xianqi' series, originally priced at 9.9 yuan, to be listed for free. The high traffic overwhelmed the system, and the company canceled all zero-yuan orders, offering affected users three 0.01-yuan vouchers for the series as compensation. Separately, Anthropic has begun early work on developing its own AI chips and has held talks with Samsung Electronics about potential manufacturing partnerships. Nvidia announced a new AI infrastructure collaboration model involving revenue-sharing and credit-support mechanisms with AI cloud providers. Meta CEO Mark Zuckerberg commented that AI agent development has not accelerated as expected over the past four months, and that restructuring efforts have not yet yielded results. These events were reported by multiple outlets, including The Jerusalem Post, India Today Group, and Sydsvenskan, which focused on the US lifting export restrictions on Anthropic's AI models after a security review.

Global Impact

Economically, Anthropic's chip development could reshape the AI hardware market, challenging Nvidia's dominance and creating new opportunities for manufacturers like Samsung. Politically, the US lifting export restrictions on Anthropic's models after a security review indicates a nuanced approach to AI governance, balancing national security with commercial interests.