Samsung chases 2nm AI chip orders from Anthropic and Meta; agentic ransomware arrives

Samsung Foundry is reportedly in advanced talks to manufacture next-generation AI accelerator chips for both Anthropic and Meta using its 2nm process node [1]. If the deals close, they would mark a significant strategic win for Samsung as it tries to close the gap with TSMC in ad

Samsung Foundry is reportedly in advanced talks to manufacture next-generation AI accelerator chips for both Anthropic and Meta using its 2nm process node [1]. If the deals close, they would mark a significant strategic win for Samsung as it tries to close the gap with TSMC in advanced contract chipmaking.

According to the reports, Meta has selected Samsung to produce its third-generation Meta Training and Inference Accelerator (MTIA), a shift from TSMC, whose leading-edge capacity is heavily booked by Apple, Nvidia, AMD, and Qualcomm [1]. The order could be worth more than KRW 10 trillion (~$6.54 billion) [1]. Anthropic, the maker of Claude, is also exploring Samsung’s 2nm node for custom AI chips as it plans data centers totaling roughly 1 GW of capacity and around $50 billion in investment [1]. Samsung’s ability to supply both logic manufacturing and memory makes it an attractive strategic partner for AI labs trying to reduce dependence on Nvidia and AMD [1].

The news comes alongside a darker AI milestone. Security researchers at Sysdig say they have identified JadePuffer, a ransomware operation they believe was conducted entirely by a large language model agent [2]. The AI agent allegedly handled reconnaissance, credential theft, lateral movement, persistence, privilege escalation, and encryption, adapting in real time when steps failed [2]. The attack exploited a known Langflow vulnerability (CVE-2025-3248) to gain initial access, then encrypted more than 1,300 Nacos service configuration items [2]. Sysdig describes JadePuffer as evidence that “agentic threat actors” have arrived, lowering the skill barrier for complex cyberattacks while also creating new detection signals [2].

In world news, large crowds gathered in Tehran on Saturday for the first day of funeral commemorations for Ayatollah Ali Khamenei, who was killed in US and Israeli strikes in February [3]. Iranian authorities expect 15–20 million people to attend ceremonies across Iran and Iraq over the coming days [3]. Mourners chanted anti-US and anti-Israel slogans, and the funeral is seen as a moment of political consolidation for Khamenei’s successor, his son Mojtaba [3].

Together, the stories underscore a weekend where AI’s industrial promise, its emerging security risks, and geopolitical aftershocks are converging.

Sources