AMD and Anthropic forge $5 billion AI chip deal to challenge Nvidia's dominance

AMD and Anthropic reach $5 billion AI infrastructure deal

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 earlier by The Wall Street Journal. The companies plan to deploy the first gigawatt in the first half of 2027, building upon recent data center deals Anthropic has reached with SpaceX and TeraWulf. Anthropic has also signed AI infrastructure deals with Google, Broadcom, and Amazon, with rumors suggesting that it could reach an agreement with Meta as well. AMD and Anthropic will also launch a "multi-year engineering collaboration," where AMD will use Anthropic's Claude across its software development, engineering, and product development. "By partnering with AMD across the stack, we are securing the capacity we need and optimizing it for training and serving Claude," Tom Brown, Anthropic co-founder and chief compute officer, says in the press release.

AMD to invest up to $5 billion in Anthropic, WSJ reports

July 22 (Reuters) - Advanced Micro Devices (AMD.O), opens new tab has signed a deal with artificial intelligence startup Anthropic for tens of billions of dollars worth of AI servers and will invest up to $5 billion in the company, the Wall Street Journal reported on Tuesday. The agreement covers up to 2 gigawatts of ⁠AMD's next-generation Instinct MI450 chips, with deliveries set to begin in the first half of 2027, the report said. Industry executives have said 1 gigawatt of computing power, enough to power roughly 750,000 U.S. homes, can cost around $50 billion. Anthropic will use the chips in its own ⁠data centers and through leased capacity from cloud providers, according to the report. Reuters could not immediately verify the report. AMD did not immediately respond ⁠to a Reuters request for comment, while Anthropic said it would release a statement soon. The deal marks ⁠a significant win for AMD as the chipmaker seeks to challenge Nvidia's dominance in ⁠the fast-growing AI hardware market and expand its roster of major AI customers. Reporting by Rashika Singh in Bengaluru; Editing by Jonathan Ananda Our Standards: The Thomson Reuters Trust Principles., opens new tab

AMD to invest up to $5bn in Anthropic in chip deal

AMD has struck a multibillion-dollar deal with Anthropic, which includes the US chipmaker making an up to $5bn investment in the creator of Claude Code. Anthropic has committed to buying tens of billions of dollars of AMD's latest AI server chips, boosting the chipmaker's challenge to Nvidia. This will add 2 gigawatts of computing capacity to Anthropic's platform, with the first gigawatt -- equivalent to the power output of a single nuclear reactor -- due to come online in the first half of next year. The deal adds AMD's processors to Anthropic's increasingly diverse portfolio of AI infrastructure, which also includes chips from Nvidia, Amazon and Google. The Wall Street Journal first reported the deal. AMD's up to $5bn investment in Anthropic is dependent on meeting certain milestones. AI companies are racing to lock in computing capacity amid an industry-wide semiconductor shortage that has sent chip stocks surging in the past few months. AMD shares are up more than 140 per cent so far this year. "Access to compute is central to keeping Claude at the frontier and meeting demand from our customers," said Tom Brown, co-founder and chief compute officer at Anthropic.

AMD to invest up to $5 billion in Anthropic as part of computing power deal

Advanced Micro Devices on Wednesday announced a strategic partnership with Anthropic and said it will invest up to $5 billion in the artificial intelligence company. As part of the deal, the chipmaker said Anthropic will deploy 2 gigawatts of its AMD Instinct MI450 Series graphics processing units, or GPUs, in AMD Helios rack-scale solutions. The first gigawatt, a measure of power that's become a common metric for describing AI data center capacity, will be deployed in the first half of next year, according to a release. "We are thrilled to deepen our partnership with Anthropic and deploy AMD Helios at gigawatt scale," AMD CEO Lisa Su said in a statement. AMD has been one of the major beneficiaries of the AI boom because it's one of the companies that makes the GPUs that can train models and run large workloads. It competes directly with Nvidia, which dominates the market, but it has inked deals with a number of high-profile players in the industry, including Anthropic's rival OpenAI.

AMD and Anthropic sign chip deal worth up to $5 billion

Deployment of the first gigawatt is set to begin in the first half of 2027, the company said. The chips will be housed in AMD Helios rack-scale solutions featuring AMD Instinct MI455X GPUs alongside AMD EPYC "Venice" CPUs, AMD Pensando networking, and ROCm software. Anthropic's compute strategy under the deal splits between direct ownership and rented capacity -- the company will acquire some AMD chips outright for its own facilities while securing the remainder through cloud providers or neoclouds, according to the Wall Street Journal. AMD and Anthropic are working together to identify data centers for the chips, AMD CEO Lisa Su said.

Anthropic and AMD partner for 2GW AI chip deal

AMD said it will 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 a $1trn. As per the agreement, Anthropic will deploy up to 2 GW 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 as the company's tech permeates across industries. For AMD, the deal represents a "major expansion" at the "centre of the global AI infrastructure buildout". In addition, the two companies are launching a multi-year engineering collaboration to use Claude for software development at AMD. The chipmaker also announced an equity investment of up to $5bn into Anthropic - its first investment into the AI giant. "Access to compute is central to keeping Claude at the frontier and meeting demand from our customers," said Tom Brown, Anthropic's chief compute officer and one of the company's co-founders. "By partnering with AMD across the stack, we are securing the capacity we need and optimising it for training and serving Claude. Running across a diversified range of hardware lets us map the right workloads to the right hardware." The company received global praise this year following a major disagreement with the US government over the usage of its AI systems, which was followed by a temporary restriction on the export of some of its latest models. "We are thrilled to deepen our partnership with Anthropic and deploy AMD Helios at gigawatt scale," said Dr Lisa Su, the chair and CEO of AMD. "This collaboration brings together Anthropic's leadership in frontier AI with the full strength of AMD high-performance computing. Together, we will accelerate AI adoption at scale and establish Helios as a major platform for the next generation of AI infrastructure." Earlier this week, Anthropic's $1.5bn settlement offer to quash a major AI copyright case against the company was approved. The company is set to pay around $3,000 to the people behind some 500,000 individual pieces of works. Don't miss out on the knowledge you need to succeed. Sign up for the Daily Brief, Silicon Republic's digest of need-to-know sci-tech news.

Anthropic to buy up to two gigawatts of GPU capacity from AMD

Anthropic PBC will purchase up to two gigawatts worth of graphics cards from Advanced Micro Devices Inc. as part of a multibillion deal announced today. The partnership also has several other components. Notably, AMD will invest up to $5 billion in Anthropic and use Claude to speed up its software development efforts. The artificial intelligence developer is adopting AMD's MI450 series of graphics processing units. It will install the GPUs in appliances based on the latter company's Helios rack design. According to AMD, each Helios system (pictured) includes 72 graphics cards that together provide up to 1.4 exaflops of performance when processing FP8 data. Another core selling point of the appliance is that it includes 31 terabytes of HBM4 memory. That gives Helios 50% more capacity than Nvidia Corp.'s flagship Vera Rubin systems. AMD's appliance also provides 43 terabits per second of scale-out bandwidth, a metric that measures how fast it can move data to and from the other racks in an AI cluster. Helios includes not only GPUs but also central processing units and Pensando data processing units. The latter chips perform more than a dozen infrastructure management tasks. They track hardware reliability metrics such as latency, perform load balancing and encrypt traffic. AMD and Anthropic will start deploying the hardware in the first half of 2027. Additionally, they will launch a multi-year effort to make the former company's software development workflow more efficient. AMD plans to "broadly adopt" Claude as part of the effort. The initiative will place particular emphasis on speeding up the development of ROCm, a software platform that ships with Helios. It includes a compiler that turns customers' AI models into an AMD-compatible format. Additionally, ROCm provides tools that boost the performance of training and inference workloads. "Together, we will accelerate AI adoption at scale and establish Helios as a major platform for the next generation of AI infrastructure," said AMD Chief Executive Officer Lisa Su. The deal is the latest in a series of high-profile hardware contracts inked by AMD since the start of the year. Earlier this week, the chipmaker revealed that Microsoft Corp. is deploying Helios in its cloud data centers. In February, Meta Platforms Inc. announced plans to purchase up to 6 gigawatts worth of graphics cards from AMD. The Facebook parent's initial order is for a custom GPU based on the MI450 chip series that Anthropic is adopting. Meta also plans to expand its use of AMD's CPUs. Meta, Anthropic and other major players in the AI market are purchasing chips from multiple suppliers to avoid supply chain bottlenecks. The latter company's deal with AMD comes a few months after it committed to buying billions of dollars worth of AI accelerators from Google LLC and Broadcom Inc. Around the same time, Anthropic announced plans to purchase up to 1 gigawatt of additional GPU capacity from Nvidia.

AMD and Anthropic Partner on 2 GW Helios AI Infrastructure Powered by Instinct MI450

AMD and Anthropic have announced a strategic partnership that will significantly expand the deployment of AMD AI hardware over the coming years. Under the agreement, Anthropic plans to deploy up to two gigawatts of AI compute capacity using AMD's upcoming Helios rack-scale platform built around the Instinct MI450 Series accelerators. The first phase of the rollout, representing approximately one gigawatt of compute capacity, is scheduled to begin during the first half of 2027. The deployment will utilize AMD Helios rack-scale systems featuring Instinct MI455X GPUs, EPYC "Venice" server processors, Pensando networking technology, and the ROCm software platform. Rather than delivering standalone GPUs, AMD is providing a complete rack-level AI infrastructure solution designed for large-scale training and inference workloads. Helios integrates compute, networking, and software into a unified platform intended to improve scalability and deployment efficiency for hyperscale AI clusters. Anthropic will use the new infrastructure to expand the compute resources supporting its Claude family of AI models. The company already operates AMD Instinct MI355X accelerators, making this agreement a substantial extension of its existing AMD deployment. Anthropic says access to additional compute capacity is becoming increasingly important as AI models continue to grow in size and enterprise demand for inference services accelerates. Operating across multiple hardware platforms also allows workloads to be matched with the most appropriate computing architecture. The collaboration extends beyond hardware. AMD and Anthropic have agreed to a multi-year engineering partnership focused on improving AMD's AI software ecosystem. Anthropic's Claude models will assist AMD engineers with optimizing workloads for Instinct GPUs while accelerating development of ROCm, AMD's open software platform for AI and high-performance computing. AMD also plans to deploy Claude across its engineering and product development teams to support software development and internal engineering workflows. In addition to the infrastructure and software collaboration, AMD disclosed plans to make a strategic equity investment in Anthropic valued at up to $5 billion in the future. Although specific investment terms were not announced, the commitment illustrates the strategic importance both companies place on the long-term partnership. Similar collaborations between AI model developers and semiconductor vendors have become increasingly common as competition for AI compute capacity intensifies. For AMD, the agreement represents one of the largest publicly announced AI infrastructure deployments centered on its upcoming Instinct MI450 Series accelerators. Combined with Helios rack-scale systems, EPYC processors, Pensando networking, and ROCm software, the partnership demonstrates AMD's continued effort to position itself as a provider of complete AI infrastructure rather than individual hardware components. If deployment proceeds according to schedule beginning in 2027, the project will become one of the largest AMD-powered AI installations announced to date.

AMD to invest up to $5 billion in Anthropic; AI startup to buy up to 2 GW of chips

AMD plans to invest up to $5 billion in Anthropic, alongside a major AI chip supply deal starting 2027. The move strengthens AMD's position against Nvidia while helping Anthropic secure critical computing capacity to meet rising AI demand through owned and cloud-based infrastructure. Advanced Micro Devices said on Wednesday it would invest up to $5 billion in Anthropic and the artificial intelligence startup would buy up to 2 gigawatts of AMD's latest-generation AI ⁠chips, beginning in ⁠the first half of 2027. AMD has been seeking to expand its foothold in the fast-growing AI chip market as developers look to diversify beyond Nvidia, while Anthropic has been racing to secure ⁠computing capacity to meet growing demand for its AI services. US MarketsPowered By As on 22 Jul 2026, 01:30 AM IST S&P 500 Top Gainers Western Digital548.39(12.51%) Micron Technology970.82(12.17%) Teradyne374.04(12.07%) Seagate Technology Hldgs891.83(11.14%) Gainers" S&P 500 Top Losers Danaher179.01(-10.99%) MSCI561.74(-10.14%) Coterra Energy32.56(-8.62%) Tyler Technologies299.74(-5.73%) Losers" The Wall Street Journal ⁠earlier reported that Anthropic would use some of the chips at its own data centers and lease additional capacity through cloud providers and neocloud operators. The report added that AMD was in talks to provide a financial backstop for Anthropic's future data-center leases. AMD Chief Executive Lisa Su said the companies' engineering teams ⁠had been working together for some time and that large-scale AI computing deployments require long-term planning. The investment will be tied to certain deployment milestones, AMD said.

AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet

AMD and Anthropic have announced a strategic partnership to deploy up to 2 Gigawatts of AMD Instinct MI450 GPUs through Helios AI racks. Helios AI Racks With Instinct MI450 GPUs See Major 2GW Partnership AMD Bags Anthropic As Strategic Partner A few months ago, we reported that AMD was in talks with a major AI firm to secure them as a customer for the upcoming Instinct MI450 series GPUs, the chips powering the Helios AI rack-scale system. Today, that customer is officially announced by AMD, and as such, Anthropic will become one of the company's key partners moving forward to deploy up to 2 Gigawatts of Instinct MI450 capacity using the Helios AI Rack. AMD is committing up to $5 billion in Anthropic as a strategic equity investment. "We are thrilled to deepen our partnership with Anthropic and deploy AMD Helios at gigawatt scale," said Dr. Lisa Su, chair and CEO, AMD. "This collaboration brings together Anthropic's leadership in frontier AI with the full strength of AMD high-performance computing. Together, we will accelerate AI adoption at scale and establish Helios as a major platform for the next generation of AI infrastructure." "Access to compute is central to keeping Claude at the frontier and meeting demand from our customers," said Tom Brown, co-founder and chief compute officer, Anthropic. "By partnering with AMD across the stack, we are securing the capacity we need and optimizing it for training and serving Claude. Running across a diversified range of hardware lets us map the right workloads to the right hardware." Although no figure for how many GPUs that would end up being is mentioned, but its going to be a lot. The first gigawatt deployment is expected in the first half of 2027, and will allow Anthropic to further expand its AI and compute capabilities in powering Claude operations. The Helios rack deployed at Anthropic's data centers will utilize the Instinct MI455X GPUs, the latest EPYC Venice CPUs, and Pensando networking solutions, all supported by the ROCm software stack. The Helios AI platform is purpose-built for next-generation AI training and inference, as AMD puts it, and delivers performance, efficiency, and scale that is required for advanced AI workloads in the Agentic era. Anthropic has previously been leveraging AMD's Instinct MI355X GPUs, & MI455X brings a major leap in capabilities. The MI455X offers a 10x performance increase over the MI355X. Anthropic will also engage in a multi-year collaboration to utilize Claude to accelerate AMD's own software deployment. In this collab, Claude will be used to optimize workloads for AMD Instinct GPUs and accelerate ROCm software development. AMD will also leverage Claude across its engineering and product development teams to accelerate chip development. Follow Wccftech on Google to get more of our news coverage in your feeds.

Anthropic Picks AMD for Next-Gen GPUs in Deal Worth $5 Billion

AMD picks Anthropic as its next major AI chip customer in a multibillion-dollar partnership that includes up to $5 billion in investment and next-generation GPU deployments beginning in 2027. AMD has teamed up with AI startup Anthropic for its next major AI chip customer. The deal also includes an investment commitment of up to $5 billion, marking one of the company's biggest partnerships in the artificial intelligence market. The agreement is expected to be worth tens of billions of dollars in AI chips and infrastructure. As part of the deal, Anthropic will deploy up to 2 gigawatts of AMD's next-generation Instinct MI450 GPUs, with deliveries set to begin in the first half of 2027. The chips will power Anthropic's own data centres as well as third-party cloud, or "neocloud," infrastructure. The two companies will also work together to identify locations for future data centre deployments. will be tied to deployment milestones under the agreement. The partnership also includes an engineering collaboration, with AMD planning to use Anthropic's Claude AI models to improve the performance of its chips and AI software. Anthropic already uses AI hardware from , Google and Amazon. Adding AMD's accelerators expands its computing options as demand for AI infrastructure continues to rise. For , the deal adds another high-profile AI customer as it competes more aggressively with NVIDIA. It also reflects the growing importance of long-term computing capacity, with leading AI companies seeking multiple hardware suppliers to support the development and deployment of advanced AI models.

AMD rises 2% on blockbuster Anthropic AI deal as broader tech rebound lifts sector By Investing.com

Investing.com -- In a major move aimed at loosening Nvidia's stranglehold on the AI chip market, Advanced Micro Devices has sealed a blockbuster deal with Anthropic worth tens of billions of dollars for next-generation artificial intelligence servers. The agreement -- first reported by The Wall Street Journal -- gave Wall Street an early spark. Shares of AMD rose 2% midday as tech stocks rebounded, reversing earlier weakness ahead of the opening bell. The multi-year deal marks one of AMD's most significant enterprise wins to date. Anthropic will purchase up to 2 gigawatts of AMD's upcoming Instinct MI450 chips, with deliveries scheduled to begin in the first half of 2027. In return, AMD is deepening its financial commitment, pledging up to $5 billion in direct investment into Anthropic as key deployment milestones are met -- the chipmaker's first equity check into the AI firm. "We have very much wanted to be a major part of their infrastructure," AMD Chief Executive Lisa Su said, noting that engineering teams from both companies have been working behind the scenes for months. Wall Street analysts highlighted the deal as a structural shift in how mega-scale AI compute contracts are structured. Barclays analyst Tom O'Malley noted that unlike previous agreements, AMD did not need to issue stock warrants to secure the commitment. "Today's announcement shows that equity is no longer on the table for LT chip agreements and is a marker to show which direction the puck is moving in a supply-constrained world," O'Malley wrote in a note to clients. "This should manifest in more chip-friendly deals in the future and gives us further confidence on an end to financial incentives." O'Malley pointed out that previous deals with OpenAI and Meta included significant warrant allocations, raising market concerns that future large-scale commitments would require similar dilution. Barclays also noted that dollar-per-gigawatt pricing is creeping higher than the ~$15 billion per GW seen in earlier deals as CPU intensity accelerates. While O'Malley expressed slight surprise at the stock's initial volatility -- noting a customer expansion wasn't expected ahead of tomorrow's Analyst Day -- he emphasized that the deal reinforces confidence in expanding architectural demand and an updated server CPU total addressable market (TAM) inching toward $200 billion. For Anthropic, the deal secures critical computing capacity in an increasingly constrained supply environment. The AI powerhouse currently spreads its heavy training and inference workloads across a mix of silicon, including Google's Tensor Processing Units (TPUs), Amazon's Trainium chips, and Nvidia's GPUs. Under the new terms, Anthropic will deploy AMD's chips directly in its own data centers while leasing additional capacity through major cloud providers and specialized "neocloud" partners. Su emphasized that building out infrastructure on this scale requires massive lead times. "You can't just wake up one morning and say, 'Oh, I want a gigawatt of compute tomorrow,'" she said. "You actually have to plan 12, 18, 24 months in advance." AMD is also exploring options to provide a financial backstop for Anthropic's future data-center leases, according to a person with direct knowledge of the talks -- a growing industry trend as chipmakers scramble to help top-tier AI startups finance the exorbitant infrastructure costs of the frontier model era.

AMD reportedly struck a major deal with Anthropic, the WSJ says

The report says the deal would cover AMD supplying AI servers worth several tens of $bn, representing capacity of up to 2 gigawatts of next-generation chips, branded Instinct MI450, to be delivered starting in the first half of 2027. Also according to the New York-based business daily, the partnership would bolster AMD's competitive position against the AI chip industry leader, Nvidia, while giving Anthropic much-needed computing power. The WSJ adds that the supply agreement would be accompanied by an investment of up to $5bn by AMD in Anthropic, its first investment in the AI specialist, as certain deployment milestones are reached.