Anthropic signs AMD AI-chip capacity deal up to 2GW starting 2027
Anthropic has agreed to take up to two gigawatts of AMD Instinct MI450 capacity starting in the first half of 2027, with milestone-based commitments for AMD to invest as much as $5 billion. A separate $45 billion Nvidia-powered compute lease is also in place, underscoring that execution timing will be crucial as capacity must arrive before demand.