Micron shares rose about 4% to a new all-time high Monday after the memory chipmaker announced a broad strategic agreement with Anthropic aimed at scaling the infrastructure used to train and operate Claude.
The partnership covers the design of memory and storage architecture, a supply agreement, the deployment of Claude across Micron and a strategic investment in Anthropic’s Series H funding round.
Micron and Anthropic will work together to study how high bandwidth memory, DRAM and solid state drives perform across different artificial intelligence workloads.
The companies said the collaboration is intended to improve infrastructure performance, energy efficiency and token economics as Anthropic expands the computing capacity supporting Claude.
Anthropic cofounder and chief compute officer Tom Brown said memory and storage are central to how efficiently the company can train and serve its models.
