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

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.