AMD to invest up to $5 billion in Anthropic; startup to buy 2 GW of chips
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AMD announced plans to invest up to $5 billion in AI startup Anthropic, with the startup committing to purchase up to 2 gigawatts of AMD chips. The deal signals deepening ties between chipmakers and AI firms amid surging demand for computing power.
The Investment
AMD will invest up to $5 billion in Anthropic, the AI startup behind the Claude chatbot. The funding will be deployed over several years, according to a person familiar with the matter. The deal values Anthropic at roughly $60 billion post-investment.
Chip Purchase Commitment
Anthropic agreed to buy up to 2 gigawatts of AMD's MI-series AI accelerators, enough to power large-scale data centers. The commitment is equivalent to about 1.5 million GPUs based on current power estimates. AMD expects deliveries to begin in 2027.
Market Context
The announcement comes as Nvidia dominates the AI chip market with over 80% share. AMD has been racing to expand its Instinct line to compete. The deal with Anthropic could help AMD secure a foothold in the rapidly growing AI infrastructure sector.
What's Next
The investment is subject to regulatory approvals, with a decision expected by early 2027. It remains unclear whether the deal will face antitrust scrutiny given the concentration of AI chip demand.
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AMD to invest up to $5 billion in Anthropic; startup to buy 2 GW of chips
