Business · 2h ago
AMD to supply Anthropic with 2 GW of MI450 GPUs, invest up to $5B
AMD will supply Anthropic with 2 gigawatts of Instinct MI450 GPUs, with the first gigawatt coming online in H1 2027 via Helios rack-scale systems. AMD also plans to invest up to $5 billion in the Claude AI developer, which is already using MI355X GPUs. The deal underscores AMD's push to challenge Nvidia in the AI chip market.
Meridian48 take
The massive GPU commitment and investment signal AMD's aggressive bet on Anthropic as a key customer, but the 2027 timeline means Nvidia's lead may be even harder to close.
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AMD to supply Anthropic with 2 gigawatts of Instinct MI450 GPUs — will invest up to $5 billion in the Claude developer, which is already using MI355X GPUs →
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