AMD and Anthropic reach $5 billion AI infrastructure deal

AMD says it’s going to invest up to $5 billion in Anthropic, while helping to expand the AI company’s computing power, according to an announcement on Wednesday. As part of the new partnership, Anthropic will deploy up to 2 gigawatts of AMD’s Instinct MI450 AI GPUs using the chipmaker’s new Helios rack-scale system, as reported earlier by The Wall Street Journal. The companies plan to deploy the first gigawatt in the first half of 2027, building upon recent data center deals Anthropic has reached with SpaceX and TeraWulf. Anthropic has also signed AI infrastructure deals with Google, Broadcom, and Amazon, with rumors suggesting that it could reach an agreement with Meta as well. AMD and Anthropic will also launch a “multi-year engineering collaboration,” where AMD will use Anthropic’s Claude across its software development, engineering, and product development. “By partnering with AMD across the stack, we are securing the capacity we need and optimizing it for training and serving Claude,” Tom Brown, Anthropic cofounder and chief compute officer, says in the press release.