Advanced Micro Devices (AMD) has announced plans to invest up to $5 billion in artificial intelligence startup Anthropic, while Anthropic has committed to purchasing up to 2 gigawatts (GW) of AMD’s next-generation AI chips beginning in the first half of 2027,
The agreement strengthens AMD’s bid to capture a larger share of the rapidly expanding AI chip market, where Nvidia currently holds a dominant position. It also provides Anthropic with long-term access to the computing capacity needed to support the growing demand for its Claude family of AI models.
AMD said the investment will be tied to specific deployment milestones as Anthropic scales its AI infrastructure over the coming years.
Announcing the partnership, AMD Chair and Chief Executive Officer Dr. Lisa Su described the deal as a major step toward accelerating AI adoption globally.
“We are thrilled to deepen our partnership with Anthropic and deploy AMD Helios at gigawatt scale.
“This collaboration brings together Anthropic’s leadership in frontier AI with the full strength of AMD high-performance computing. Together, we will accelerate AI adoption at scale and establish Helios as a major platform for the next generation of AI infrastructure.” She said.
According to reports, Anthropic will deploy some of AMD’s AI chips in its own data centres while leasing additional computing capacity through cloud providers and emerging neocloud operators. AMD is also reportedly in discussions to provide financial backing for some of Anthropic’s future data centre lease commitments.
By securing a multi-year supply agreement with AMD, Anthropic is diversifying its computing infrastructure while ensuring sufficient capacity to train and deploy increasingly sophisticated AI models.
For AMD, the partnership represents a significant commercial victory as it expands the adoption of its latest AI platforms, including the Helios architecture, among leading AI developers.
