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AMD and Anthropic Sign Major Chips-and-Investment Deal
Anthropic will deploy 2 gigawatts of AMD Instinct MI450 chips and receive up to $5 billion in investment as the two companies deepen their partnership.
What: Anthropic signed a major agreement to secure AMD's Instinct MI450 chips starting in early 2027, paired with a $5 billion investment commitment from AMD tied to specific milestones.
Why it matters: This signals a critical shift in the AI hardware supply chain where major AI labs are locking in massive multi-year hardware capacity directly with silicon providers to reduce reliance on single-vendor dominance.
Decoder
- Instinct MI450: AMD’s specialized data center GPU architecture designed for large-scale AI training and inference workloads.
Original article
Anthropic will purchase up to 2 gigawatts of AMD's Instinct MI450 chips starting in the first half of 2027, and AMD will invest up to $5 billion into Anthropic as certain deployment milestones are met.
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