Anthropic will deploy 2 gigawatts of AMD GPUs for Claude in a deal worth up to $5 billion
Quick Answer
AMD is investing up to $5 billion in Anthropic, which will deploy 2 gigawatts of AMD Instinct MI450 GPUs for its Claude models.
Quick Take
This partnership aims to enhance AMD's ROCm software platform and solidify its position in the AI GPU market against Nvidia.
Key Points
- Anthropic's first gigawatt phase begins in H1 2027.
- The systems will utilize MI455X GPUs and AMD EPYC 'Venice' processors.
- AMD aims to compete with Nvidia in the AI GPU market.
- Claude will be used internally by AMD's development teams.
- Similar deals have been struck with Meta and OpenAI.
Source Excerpt
AMD is investing up to $5 billion in Anthropic. In return, Anthropic will deploy up to 2 gigawatts of MI450 GPUs for training and running its Claude models. For AMD, this is another major deal after Meta and OpenAI as it tries to challenge Nvidia as an AI chip supplier. Critics see these agreements as circular cash flows.
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