Micron Just Bought Into Anthropic — and Locked In the Memory Claude Runs On
Memory chipmaker Micron is investing in Anthropic’s Series H funding round and has secured a multi-year agreement to supply memory for Claude’s infrastructure, the company confirmed today. Anthropic co-founder Tom Brown called memory critical to both training and running its models. The deal extends a pattern gafam.ai has tracked all week: the AI supply chain is consolidating vertically, investor by investor, chip by chip — and Europe owns none of the layers. gafam.ai’s European analysis.