Overview
- Micron announced a strategic agreement with Anthropic on Monday, June 22, 2026 that combines a multi-year supply deal for HBM, DRAM and SSDs with a technical co-design collaboration for AI workloads.
- The two companies will co-design memory and storage architectures to improve model training and inference performance, boost energy efficiency and reduce the per-token cost of running large language models.
- Micron said it has already deployed Anthropic’s Claude across engineering, manufacturing and enterprise teams to speed coding and enable more agent-like automation.
- Micron also disclosed a strategic investment in Anthropic’s Series H round, did not reveal the size of its stake, and some reports say the broader round closed May 28 with investors that include Samsung and SK hynix.
- Investors pushed Micron shares to new highs after the announcement and the deal could tighten memory supply chains, change competition among chipmakers, and lower operating costs for companies that run large AI models.