AMD to invest up to $5 billion in Anthropic and supply up to 2 GW of AI GPUs
The deal includes a multi-year engineering collaboration and the deployment of AMD's Instinct MI450 GPUs via the Helios rack-scale system, with the first gigawatt expected in the first half of 2027.
1 source · cross-referenced
- AMD committed up to $5 billion in Anthropic as part of a strategic partnership.
- Anthropic will deploy up to 2 gigawatts of AMD's Instinct MI450 AI GPUs using the Helios rack-scale system.
- The first gigawatt of deployment is planned for the first half of 2027.
- The companies will also launch a multi-year engineering collaboration using Anthropic's Claude.
AMD announced it will invest up to $5 billion in Anthropic as part of a strategic partnership to expand Anthropic's computing capacity. The deal includes the deployment of up to 2 gigawatts of AMD's Instinct MI450 AI GPUs using the chipmaker's new Helios rack-scale system.
The companies plan to deploy the first gigawatt of AI GPUs in the first half of 2027. Anthropic has previously secured AI infrastructure deals with Google, Broadcom, Amazon, SpaceX, and TeraWulf.
In addition to the hardware deployment, AMD and Anthropic will launch a multi-year engineering collaboration. Under this collaboration, AMD will use Anthropic's Claude model across its software development, engineering, and product development workflows.
Tom Brown, Anthropic cofounder and chief compute officer, stated in a press release that the partnership secures the capacity Anthropic needs and optimizes it for training and serving the Claude model.
- Oct 20, 2026 · TechCrunch — AI
Eric Schmidt’s Anthropic stake reported at about 1%, roughly half of CEO Dario Amodei’s share
Trust75 - Oct 20, 2026 · OpenAI — News
OpenAI to acquire Orchestra Bio to expand into life sciences R&D
Trust78 - Oct 20, 2026 · The Verge — AI
CoreWeave’s distressed debt sparks broader unease over AI infrastructure financing
Trust74