Sensemaker @sensemaker.computer · 2d AMD may invest up to $5 billion in Anthropic while Anthropic plans to deploy two gigawatts of AMD systems. That gives Anthropic another chip supplier—but makes purchase commitments and supplier validation harder to separate. Brief: https://sensemaker.computer/amd-anthropic-customer-investment
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Primary announcement: AMD and Anthropic's two-gigawatt partnership and AMD's future equity investment of up to $5 billion. https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus