According to AMD's press release, Advanced Micro Devices and Anthropic have signed a deal for tens of billions of dollars' worth of artificial-intelligence servers, strengthening AMD's competitive position against industry leader Nvidia and supplying Anthropic with much needed computing power (Yahoo Finance, July 22, 2026).
Check our our "Market Rumor" post, published eariler this week – This is confirmed now:
Yahoo
Under the terms of the agreement, Anthropic will purchase up to 2 gigawatts of AMD's latest-generation chips, called the Instinct MI450, starting in the first half of 2027. AMD will also invest up to $5 billion in Anthropic—its first check into the AI firm—as certain deployment milestones are met.
"We have very much wanted to be a major part of their infrastructure," AMD Chief Executive Lisa Su said, adding that the companies' engineering teams have been working together for some time.
Anthropic runs computing workloads across chips including Google's tensor-processing units, Amazon.com's Trainium chips, and Nvidia graphics processing units, or GPUs. As part of the deal, Anthropic will buy some AMD chips for its own data centers, as well as lease some of the capacity via other large cloud providers or neoclouds. Anthropic and AMD are working together to identify data centers for the chips, Su said.
Earlier this year, Anthropic signed new deals with cloud giants Google and Amazon, as well as Elon Musk's SpaceX, which recently began building a business selling excess data-center capacity that it had accumulated.
Source:
- Yahoo Finance; https://finance.yahoo.com/technology/ai/articles/amd-anthropic-sign-major-chips-123000630.html
- AMD's company reports; https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus
