AMD and Anthropic Sign Major Chips-and-Investment Deal
AMD AND ANTHROPIC SIGN MAJOR CHIPS-AND-INVESTMENT DEAL
THE 2-GIGAWATT DEAL COVERS TENS OF BILLIONS OF DOLLARS’ WORTH OF CHIPS, AS AMD PLANS TO INVEST UP TO $5 BILLION IN ANTHROPIC
AMD IS ALSO IN TALKS TO PROVIDE A FINANCIAL BACKSTOP FOR ANTHROPIC’S FUTURE DATA CENTER LEASES AS WELL
ANTHROPIC WILL PURCHASE UP TO 2 GIGAWATTS OF AMD’S LATEST-GENERATION CHIPS, CALLED THE INSTINCT MI450, STARTING IN THE FIRST HALF OF 2027
Industry executives have said 1 gigawatt of computing power, enough to power roughly 750,000 U.S. homes, can cost around $50 billion.
Advanced Micro Devices and Anthropic have signed a deal for tens of billions of dollars' worth of artificial-intelligence servers, strengthening AMD's competitive position against industry leader Nvidia and supplying Anthropic with much-needed computing power.
Under the terms of the agreement, Anthropic will purchase up to 2 gigawatts of AMD's latest-generation chips, called the Instinct MI450, starting in the first half of 2027. AMD will also invest up to $5 billion in Anthropic—its first check into the AI firm—as certain deployment milestones are met.
"We have very much wanted to be a major part of their infrastructure," AMD Chief Executive Lisa Su said, adding that the companies' engineering teams have been working together for some time.
Anthropic runs computing workloads across chips including
GOOGL
...
Google's tensor-processing units,
AMZN
...
Amazon.com's Trainium chips, and Nvidia graphics processing units, or GPUs. As part of the deal, Anthropic will buy some AMD chips for its own data centers as well as lease some of the capacity via other large cloud providers or neoclouds. Anthropic and AMD are working together to identify data centers for the chips, Su said.
"You can't just wake up one morning and say, 'Oh, I want a gigawatt of compute tomorrow,'" Su said. "You actually have to plan, you...
