finance.yahoo.com

Anthropic signs AMD AI-chip capacity deal up to 2GW starting 2027

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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.

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