AMD will invest up to $5 billion in Anthropic as part of a deal that will see the AI company deploy up to 2GW of AMD Instinct MI450 Series GPUs.. The GPUs will sit alongside AMD Epyc Venice CPUs and AMD Pensando networking technology in the chip giant’s forthcoming Helios rackscale solution.. – Charlotte Trueman.
In a statement, AMD said Anthropic plans to deploy the first gigawatt in H1 2027, adding that it builds on the company’s existing use of AMD Instinct MI355X GPUs. Details about the planned location of the deployment were not provided.. The agreement will also see AMD use Anthropic’s Claude to support software development and optimize GPU workloads, with the company’s engineering and product development teams also set to “broadly adopt” the AI model..
First unveiled in June 2025, AMD’s double-wide Helios AI rack will feature the chip company’s Zen 6 Epyc “Venice” CPUs, MI455X GPUs, and Pensando Vulcano NICs, delivering 2.9 exaflops of FP4 performance per rack.. AMD will begin shipping the rackscale solution to customers, including Microsoft, in the second half of 2026..
“We are thrilled to deepen our partnership with Anthropic and deploy AMD Helios at gigawatt scale,” said AMD CEO Dr. Lisa Su.. “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.”. Tom Brown, co-founder and chief compute officer, Anthropic, added: “Access to compute is central to keeping Claude at the frontier and meeting demand from our customers.
By partnering with AMD across the stack, we are securing the capacity we need and optimizing it for training and serving Claude. Running across a diversified range of hardware lets us map the right workloads to the right hardware.”. Earlier this week, AMD announced that Microsoft would be deploying its Helios offering to power model inference both internally and for the hyperscaler’s AI customers, with the hardware also set to support the company’s Azure AI services..
The financial terms or the expected capacity of that deal have not been shared.. More in IT Hardware & Semiconductors. 28 Jan 2026.
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