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46m ago

AMD to Supply Anthropic Up to 2 GW of MI450 GPUs and Pledge Up to $5 Billion in Equity

The deal gives AMD committed large-scale GPU demand plus engineering access to Anthropic’s Claude to speed AMD software and help secure compute for Claude.

AMD processor is seen in this illustration taken August 19, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
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Overview

  • The companies announced the strategic partnership on Wednesday that commits Anthropic to deploy up to 2 gigawatts of AMD Instinct MI450‑series GPUs with the first gigawatt scheduled to come online in the first half of 2027.
  • AMD will make a milestone‑linked equity investment of up to $5 billion in Anthropic and the cash will be released as deployment targets are met.
  • The technical collaboration will run for multiple years and uses Anthropic’s Claude models to optimize AI workloads for AMD GPUs and to accelerate development of AMD’s ROCm software while AMD adopts Claude internally.
  • Anthropic will run some AMD hardware in its own data centers and lease additional capacity from cloud and new AI cloud providers, and multiple reports say AMD has discussed providing financial backstops for some of Anthropic’s future data‑center leases.
  • The agreement pairs AMD’s Helios racks—featuring MI455X GPUs, EPYC 'Venice' CPUs and Pensando networking—with a commercial order that industry sources say could translate into tens of billions in server sales and represents a direct challenge to Nvidia’s dominance in frontier AI infrastructure.