Skip to content
Tech News
← Back to articles

AMD to invest up to $5 billion in Anthropic as part of computing power deal

read original more articles
Why This Matters

AMD's $5 billion investment in Anthropic signifies a major move to strengthen its position in the AI hardware market, especially in deploying large-scale AI data center solutions. This partnership highlights the growing importance of specialized GPUs in powering advanced AI models and positions AMD as a key competitor to Nvidia in the AI infrastructure space. The deal also underscores the increasing industry focus on large-scale AI deployments and strategic collaborations to accelerate AI development and deployment.

Key Takeaways

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026.

Advanced Micro Devices on Wednesday announced a strategic partnership with Anthropic and said it will invest up to $5 billion in the artificial intelligence company "in the future."

As part of the deal, the chipmaker said Anthropic will deploy 2 gigawatts of its AMD Instinct MI450 Series graphics processing units, or GPUs, in AMD Helios rack-scale solutions. The first gigawatt, a measure of power that's become a common metric for describing AI data center capacity, will be deployed in the first half of next year, according to a release.

"We are thrilled to deepen our partnership with Anthropic and deploy AMD Helios at gigawatt scale," AMD CEO Lisa Su said in a statement.

AMD has been one of the major beneficiaries of the AI boom because it's one of the companies that makes the GPUs that can train models and run large workloads. It competes directly with Nvidia , which dominates the market, but it has inked deals with a number of high-profile players in the industry, including Anthropic's rival OpenAI .

As part of that arrangement, AMD issued OpenAI a warrant for up to 160 million shares of AMD common stock, equivalent to roughly 10% of the company, with vesting milestones tied to both deployment volume and AMD's share price.