AMD said it will also invest up to $5bn into Anthropic, marking its first equity investment into the AI giant.
Anthropic is teaming up with AMD for 2GW of its latest-generation chips in a bid to boost AI capacity and meet growing demands. The Wall Street Journal reported that the deal between the companies is worth “tens of billions of dollars”.
The partnership comes as Anthropic competes for enterprise market dominance for its AI tools and preps for a blockbuster initial public offering expected to value the company at more than $1trn.
As per the agreement, Anthropic will deploy up to 2GW of AMD Instinct MI450 Series GPUs in Helios rack-scale solutions. The first gigawatt is expected to be deployed in the first half of 2027.
The deal builds on Anthropic’s existing use of AMD chips and comes as demand for Claude sees no signs of stopping, with the company’s tech permeating across industries. For AMD, the deal represents a “major expansion” at the “centre of the global AI infrastructure buildout”.
