AMD said it will also invest up to $5bn into Anthropic, marking its first equity investment into the AI giant.
Anthropic is teaming up with AMD for 2GW of its latest-generation chips in a bid to boost AI capacity and meet growing demands. The Wall Street Journal reported that the deal between the companies is worth “tens of billions of dollars”.
The partnership comes as Anthropic competes for enterprise market dominance for its AI tools and preps for a blockbuster initial public offering expected to value the company at more than $1trn.
As per the agreement, Anthropic will deploy up to 2GW of AMD Instinct MI450 Series GPUs in Helios rack-scale solutions. The first gigawatt is expected to be deployed in the first half of 2027.
The deal builds on Anthropic’s existing use of AMD chips and comes as demand for its Claude services sees no signs of stopping, with the company’s tech permeating across industries. For AMD, the deal represents a “major expansion” at the “centre of the global AI infrastructure buildout”, it said.
In addition, the two companies are launching a multi-year engineering collaboration to use Claude for software development at AMD. The chipmaker also announced an equity investment of up to $5bn in Anthropic – its first investment into the AI giant.
“Access to compute is central to keeping Claude at the frontier and meeting demand from our customers,” said Tom Brown, Anthropic’s chief compute officer and one of the company’s co-founders.
“By partnering with AMD across the stack, we are securing the capacity we need and optimising it for training and serving Claude. Running across a diversified range of hardware lets us map the right workloads to the right hardware.”
The company met with a positive reaction earlier this year following a major disagreement with the US government over the usage of its AI systems, which was followed by a temporary restriction on the export of some of its latest models.
“We are thrilled to deepen our partnership with Anthropic and deploy AMD Helios at gigawatt scale,” said Dr Lisa Su, the chair and CEO of AMD.
“This collaboration brings together Anthropic’s leadership in frontier AI with the full strength of AMD high-performance computing. Together, we will accelerate AI adoption at scale and establish Helios as a major platform for the next generation of AI infrastructure.”
Earlier this week, Anthropic’s $1.5bn settlement offer to quash a major AI copyright case against the company was approved. The company is set to pay around $3,000 to each of the creators behind some 500,000 individual pieces of work.
Don’t miss out on the knowledge you need to succeed. Sign up for the Daily Brief, Silicon Republic’s digest of need-to-know sci-tech news.
You must be logged in to post a comment Login