AMD and Anthropic strike tens-of-billions AI server deal with 2GW chip plan
gaganghotra_ · x · 2026-07-22
- WSJ reports that AMD and Anthropic have signed a deal worth tens of billions of dollars for AI servers.
- Anthropic plans to buy up to 2 gigawatts of AMD’s next-generation Instinct MI450 chips starting in H1 2027.
- AMD may invest up to $5 billion in Anthropic as deployment milestones are met.
- AMD is also discussing a financial backstop for Anthropic’s future data-center leases, underscoring its push to challenge Nvidia.
Related event: AMD and Anthropic Secure Multi-Billion Dollar AI Partnership(63 posts)→
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