AMD gains momentum as CEO Lisa Su highlights multi-gigawatt Anthropic and OpenAI partnerships, ramping Helios AI server production to challenge Nvidia.
AMD invests $5B in Anthropic, committing 2GW of MI450 GPUs in Helios from H1 2027. Paired with its OpenAI deal, AMD challenges NVIDIA with a 30% tokens per dollar advantage in a $2 trillion AI compute market opportunity.
Advanced Micro Devices Inc.
(NASDAQ:AMD) is pushing to unlock more value from AI infrastructure through large-scale Anthropic and OpenAI partnerships, new data-center products and deeper competition with NVIDIA Corp.
(NASDAQ:NVDA).
At a company event on Wednesday, AMD unveiled new data-center products, including updated microprocessors, an AI accelerator and the Helios server rack.
AMD said its new offerings compare favorably with rival products.
AMD partners with Anthropic and OpenAI in a $5B AI push. Anthropic's valuation hitting $1.25T by December at 84.5% YES.
AMD plans to invest up to $5B in Anthropic, boosting its AI infrastructure role. Anthropic's valuation hitting $1.25T by December…
AMD plans to sell billions in AI servers to Anthropic and invest up to $5B. Anthropic's valuation hitting $1.25T by December 31…
AMD has been seeking to expand its foothold in the fast-growing AI chip market as developers look to diversify beyond Nvidia,…
AMD announces a massive partnership with Anthropic, selling up to 2 GW of MI450 GPUs and investing up to $5B in equity to…
Anthropic will buy up to two gigawatts of AMD's latest-generation Instinct MI450 chips, starting in the first half of 2027.
