CALIFORNIA: Advanced Micro Devices (AMD) has unveiled one of its biggest artificial intelligence partnerships to date, agreeing to sell tens of billions of dollars’ worth of AI servers to AI startup Anthropic while also committing to invest up to $5 billion in the company. The deal marks a significant step in AMD’s efforts to compete with Nvidia in the rapidly expanding AI infrastructure market.
Under the agreement, Anthropic will deploy up to 2 gigawatts of AMD’s next-generation Instinct MI450 AI chips, with the first phase expected to begin in the first half of 2027. AMD’s investment will be tied to deployment milestones, reflecting the long-term nature of the partnership.
The collaboration is designed to provide Anthropic, the developer of the Claude AI models, with the computing power needed to support growing demand for AI services. It also strengthens AMD’s position in the AI chip market as major technology companies continue investing heavily in large-scale AI infrastructure.
Industry analysts view the agreement as one of the largest AI infrastructure deals announced this year, underscoring the intensifying competition among chipmakers and AI developers to secure the computing resources needed for next-generation artificial intelligence systems.
