AMD to invest up to $5 billion in Anthropic under AI chips infrastructure deal

AMD and Anthropic announced a strategic partnership on Tuesday that commits AMD to invest up to $5 billion in Anthropic and deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in Helios rackscale solutions to run Claude. Deployment of the first gigawatt begins in the first half of 2027. Anthropic is already using […] This story continues at The Next Web

AMD has agreed to invest up to $5 billion in Anthropic under an infrastructure agreement covering tens of billions of dollars’ worth of AI systems. Anthropic will deploy up to two gigawatts of capacity using AMD’s Instinct MI450-series accelerators, with deployment of the first gigawatt beginning in the first half of 2027. AMD’s investment will […] The post AMD to invest up to $5 billion in Anthropic under AI infrastructure deal appeared first on AI News.

Advanced Micro Devices (AMD) will sell Anthropic tens of billions of dollars’ worth of AI servers and invest as much as $5bn in the Claude maker, in a deal that would strengthen its foothold in a market dominated by rival Nvidia. The announcement on Wednesday marks the latest so-called circular deal in the AI industry, where chipmakers invest in AI firms that are among their biggest customers. Nvidia has been in talks to invest $30bn in ChatGPT creator OpenAI. Buying AMD chips would secure Anthropic much-needed AI computing capacity. The startup has emerged as one of the leaders in Silicon Valley’s artificial intelligence race, thanks to strong adoption of its enterprise tools such as Claude Code. Anthropic will buy up to two gigawatts of AMD’s latest-generation Instinct MI450 chips, starting in the first half of 2027, the companies said. AMD’s investment in Anthropic will be tied achieving certain deployment milestones. AMD executives have said 1 gigawatt of computing power, enough to power roughly 750,000 US homes, can cost double-digit billions of dollars. Shares of the Santa Clara, California-based company ticked up 0.5 per cent in early trading. The stock has more than doubled in value so far this year. In October, AMD announced a multi-year deal with OpenAI that would also bring in tens of billions of dollars in annual revenue while giving the ChatGPT creator the option to buy up to roughly 10pc of the chipmaker. Anthropic needs computing capacity “Access to compute is central to keeping Claude at the frontier and meeting demand from our customers,” Tom Brown, co-founder and compute head at Anthropic, said on Wednesday. The startup has moved aggressively in recent months to overcome capacity constraints for its services. It agreed in May to rent the full computing power of SpaceX’s Colossus 1 facility in Memphis, which houses more than 220,000 Nvidia processors and gave it 300 megawatts of new capacity. Meta Platforms is also in talks to lease computing power to Anthropic in a potential deal worth up to $10bn over two years, a source familiar with the matter said last week. Under the latest deal, Anthropic would use some of the AMD chips at its own data centres and lease additional capacity through cloud providers and new AI cloud companies, according to The Wall Street Journal, which first reported the news. AMD was in talks to provide a financial backstop for Anthropic’s future data centre leases, the report said.

AMD says it's going to invest up to $5 billion in Anthropic, while helping to expand the AI company's computing power, according to an announcement on Wednesday. As part of the new partnership, Anthropic will deploy up to 2 gigawatts of AMD's Instinct MI450 AI GPUs using the chipmaker's new Helios rack-scale system, as reported […]

Anthropic's agreement with AMD is the latest in a string of infrastructure deals the company has announced this year to increase its computing capacity.

The 2-gigawatt deal covers tens of billions of dollars’ worth of chips, and AMD will invest up to $5 billion in Anthropic.