AMD Plans Up to $5 Billion Anthropic Investment in AI Infrastructure Deal
AMD is deepening its ties with Anthropic as developers of large AI models seek to diversify access to advanced chips and computing capacity. The partnership gives AMD a major customer for its Instinct accelerators and strengthens its push into hyperscale AI infrastructure, a market dominated by Nvidia. For Anthropic, the agreement provides another source of hardware for training and running increasingly demanding AI systems.
AMD plans to invest as much as $5 billion in Anthropic under the infrastructure agreement. Anthropic will deploy up to 2 gigawatts of systems powered by AMD Instinct MI450 AI GPUs, with the first installation expected to begin in the first half of 2027. The scale of the commitment underscores the capital and power requirements behind frontier AI development and AMD’s effort to gain ground in the accelerator market.
All Coverage
5 original reportsThe Backstory
The history behind this eventAmazon to Invest Up to $25 Billion More in Anthropic, Deepening AI Chip and Infrastructure Ties
Anthropic, the developer of the Claude models, had already forged a strategic relationship with Amazon through investment and its cloud partnership with AWS. The alliance gives Amazon more than model-service revenue: its in-house Trainium chips and data centers will also support long-term demand for generative AI computing, strengthening its push to offer an alternative to the Nvidia ecosystem.
As of July 19, 2026, Amazon had announced plans to invest up to an additional $25 billion in Anthropic. Anthropic also committed to running Claude on AWS Trainium chips for the next 10 years and securing 5 GW of computing capacity. The associated cloud purchases could reach $100 billion, extending the partnership from capital investment into chips, model training and infrastructure.
AMD Reportedly Wins Anthropic Order for Instinct MI450 GPUs
AMD has long challenged Nvidia’s dominance in the AI accelerator market, building an alternative around its Instinct GPUs and ROCm software. If Anthropic, the developer of the Claude models, adopts the MI450, it would signal that major AI companies are diversifying suppliers to reduce costs, delivery times and reliance on a single supply chain.
Market reports on April 19, 2026, said AMD could secure an Anthropic order to supply AI computing capacity using its next-generation Instinct MI450. Neither company has made a formal announcement, and the volume and value of any procurement have not been disclosed. The MI450 is scheduled to begin shipping in the second half of 2026. AMD has also signed separate multiyear GPU deployment agreements of up to 6 GW each with OpenAI and Meta.
Subscribe to Mark Radar Weekly
Every Friday, the week's strongest signals in your inbox. Unsubscribe anytime.
If you search news on Google, you can set Mark Radar as a preferred source—our coverage will show up more often in your results. Set as preferred source on Google →