Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to $5 billion in the artificial intelligence startup.
Under the agreement, Anthropic plans to deploy up to 2 gigawatts of AMD Helios rack-scale solutions, with the first gigawatt expected to begin deployment in the first half of 2027. The systems will feature AMD Instinct MI455X GPUs, part of the MI450 Series, alongside AMD EPYC "Venice" CPUs, Pensando networking technology and ROCm software.
The deployment expands Anthropic's existing use of AMD Instinct MI355X GPUs as the AI company increases computing capacity to support growing demand for its Claude AI models.
The companies also announced a multi-year engineering collaboration focused on software development. Anthropic's Claude AI assistant will be used to optimize workloads for AMD Instinct GPUs and accelerate development of AMD's ROCm software platform. AMD also plans to adopt Claude more broadly across its engineering and product development teams.
In addition, AMD committed to make a strategic equity investment of up to $5 billion in Anthropic in the future.
AMD CEO Lisa Su stated that the expanded collaboration combines Anthropic's AI capabilities with AMD's high-performance computing technologies to support broader AI deployment and strengthen the Helios platform for future AI infrastructure.
Anthropic chief compute officer Tom Brown stated that access to computing capacity is critical for advancing Claude and meeting customer demand.
“By partnering with AMD across the stack, we are securing the capacity we need and optimizing it for training and serving Claude,” Brown said. “Running across a diversified range of hardware lets us map the right workloads to the right hardware.”
Shares of AMD traded up about 1% at $548 on the announcement.