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Advanced Micro Devices (AMD) has added another important milestone to its artificial intelligence (AI) growth story this month. On July 22, AMD shares popped 1.45% after the chipmaker announced a multi-billion-dollar strategic partnership with AI startup Anthropic, further strengthening its presence in the fast-growing AI infrastructure market. Under the agreement, Anthropic will deploy up to 2 gigawatts of AMD's MI450 AI accelerators beginning in the first half of 2027.
The deployment will utilize AMD's next-generation Helios rack-scale platform, combining MI455X GPUs, EPYC Venice CPUs, Pensando networking technology, and ROCm software to power future generations of Claude AI models. The partnership goes beyond supplying AI chips. AMD also plans to invest up to $5 billion in Anthropic, deepening the relationship as both companies work to expand AI infrastructure.
