AMD bets $5B on Anthropic to break Nvidia's 2GW lock
amd will invest up to $5 billion in anthropic and supply up to 2 gigawatts of instinct mi450-series accelerators starting in 2027. this deal challenges nvidia's dominance by securing massive compute capacity for anthropic's future models.
amd agreed to invest up to $5 billion in anthropic and provide up to 2 gigawatts of computing capacity via its instinct mi450-series accelerators, with initial deployment slated for the first half of 2027. this partnership allows amd to showcase its hardware at a massive scale while anthropic secures the compute needed for next-gen ai development. the deal intensifies the battle against nvidia for dominance in the ai chip market. it signals that cloud providers and labs are increasingly seeking alternatives to the current market leader to secure capacity.