AMD вложит $5 млрд в Anthropic и поставит ей чипы Instinct MI450 на 2 ГВт

What's in the deal

AMD is investing $5 billion in Anthropic and simultaneously becoming its chip supplier for training and running Claude models. According to 财联社 (Cailian Press), Anthropic commits to purchasing, from the first half of 2027, up to 2 gigawatts of AMD Instinct MI450 accelerators — the chipmaker's flagship lineup for AI workloads and part of the MI400 series, which AMD positions as a direct competitor to Nvidia's data center accelerators.

• AMD's investment in Anthropic — $5 billion
• Purchase volume — up to 2 gigawatts of computing capacity
• Chip — AMD Instinct MI450 (latest generation)
• Start of deliveries — first half of 2027
• Data source — 财联社 (Cailian Press), via 36Kr

2 gigawatts here is not a number of chips but the total electrical power of the data centers that Anthropic plans to power with these accelerators. Capacity of this order is comparable to the power supply of a major city — it reflects the scale of compute that AI labs are budgeting for next-generation models.

AMD is investing $5 billion in

Anthropic, and Anthropic will purchase, from the first half of 2027, up to 2 gigawatts of AMD Instinct MI450 chips. — according to 财联社 (Cailian Press)

Why this matters for Anthropic

Anthropic is reducing its dependence on a single compute supplier. Historically, Claude's developer relied on Nvidia GPUs, as well as specialized accelerators from Google (TPU) and Amazon (Trainium); the contract with AMD adds yet another major hardware supplier at a time when access to compute capacity has become the main constraint on AI labs' growth.

For Anthropic, the deal is not just about chips but also capital. AMD's $5 billion investment comes amid a race for compute resources, where the cost of accessing accelerators for leading AI companies is measured in billions of dollars.

Why this matters for AMD

For AMD, the contract is a breakthrough in the AI accelerator segment, which has so far been dominated by Nvidia. Anthropic becomes an anchor customer for the Instinct MI450 lineup even before its mass deliveries, and the $5 billion investment ties one of the leading AI labs to AMD's ecosystem for years to come. For the chipmaker, this is simultaneously demand, a reference case, and entry into the ranks of key compute suppliers for generative AI.

What it means

The largest AI companies no longer want to depend on a single chip manufacturer. The AMD-Anthropic deal, worth $5 billion and 2 gigawatts, is a signal that the AI accelerator market is ceasing to be an Nvidia monopoly and turning into a competitive race for customers and capacity.

Frequently asked questions

How much is AMD investing in Anthropic?

AMD is investing $5 billion in Anthropic as part of a chip supply agreement, reports 财联社 (Cailian Press).

When will Anthropic start purchasing AMD chips?

Deliveries start in the first half of 2027: Anthropic plans to acquire up to 2 gigawatts of computing capacity on AMD Instinct MI450 accelerators.