# Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic, OpenAI

- URL: https://talkfuse.com/story/taiwans-chipmaking-giant-tsmc-to-invest-1b-in-anthropic-openai/
- Published: 2026-11-11T18:16:40+00:00
- Updated: 2026-11-11T20:04:46+00:00
- Original publisher: Ars Technica
- Original article: https://arstechnica.com/ai/2026/11/taiwans-chipmaking-giant-tsmc-to-invest-1b-in-anthropic-openai/
- Topics: AI, Technology

## Key points

- TSMC plans to invest up to $1 billion in OpenAI and Anthropic.
- Both AI firms buy substantial amounts of TSMC-made hardware.
- The deals raise questions about circular financing and real demand.

## Summary

TSMC plans to invest up to $1 billion in OpenAI and Anthropic, giving the chipmaker stakes in two major AI developers that also buy large volumes of its hardware. The move links a supplier more directly to its customers and comes as investors question whether the AI boom’s rapid spending reflects sustainable demand.

TSMC’s board approved up to $500 million for OpenAI preferred stock and $500 million for Anthropic shares at its expected IPO price, Reuters reported. TSMC makes most of Nvidia’s AI chips and reported more than $23 billion in profit for July to September 2026, its sixth consecutive record-profit quarter. The planned investment is much smaller than Nvidia’s reported $30 billion investment in OpenAI and $10 billion in Anthropic.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.