AMD stock jumped roughly 12% on Wednesday after Anthropic agreed to deploy up to 2 gigawatts of AMD’s Instinct MI450 GPUs. AMD will also invest up to $5 billion in the Claude maker.
Anthropic is AMD’s third gigawatt-scale AI customer in nine months, after OpenAI and Meta. However, this deal is much cheaper for AMD. That is why Wall Street cheered.
Inside the AMD Anthropic Deal
AMD confirmed the deal in a Wednesday announcement. Anthropic will run AMD’s Helios rack systems. These combine Instinct MI455X GPUs, EPYC “Venice” CPUs, Pensando networking, and ROCm software. The first gigawatt arrives in the first half of 2027.
We are excited to announce that AMD and @AnthropicAI are expanding…
