AMD to Invest Up to $5 Billion in Anthropic, Supply Chips for AI

Advanced Micro Devices (AMD) has agreed to invest up to $5 billion in Anthropic, the developer of the Claude AI model, as part of a deal that will see Anthropic deploy up to two gigawatts of AMD's Instinct MI450 chips starting in the first half of 2027. The investment and chip supply agreement are designed to strengthen AMD's position against rival Nvidia and secure the computing power Anthropic needs to meet surging AI demand Source: larepublicaco.

Deal Details

The agreement includes a strategic investment of up to $5 billion (approximately €4.38 billion) by AMD in Anthropic, though the timeframe for the investment has not been specified Source: infobae. In return, Anthropic will purchase up to two gigawatts of AMD Instinct MI450 GPUs, with the first gigawatt coming online in early 2027 Source: larepublicaco. A single gigawatt can power up to 750,000 U.S. homes.

Engineering Collaboration

Beyond the chip deal, AMD and Anthropic will launch a multi-year engineering collaboration. Anthropic will use Claude to optimize workloads on AMD GPUs and accelerate development of AMD's ROCm software. AMD will deploy Claude widely across its engineering teams Source: infobae.

Competitive Landscape

This deal is the latest in a series of large-scale infrastructure agreements between AI developers and chipmakers. OpenAI previously announced a 6-gigawatt deployment of AMD GPUs. Anthropic already counts Nvidia as a major investor and supplier, and the startup recently raised $65 billion at a $965 billion valuation, surpassing OpenAI's valuation Source: larepublicaco.