AMD to Build 2GW GPU Capacity for Anthropic Starting in 2027

Semiconductor company AMD has signed a strategic agreement with AI startup Anthropic. Under the deal, AMD will build 2 gigawatts (GW) of GPU capacity for Anthropic starting in 2027. The collaboration aims to provide the high-performance computing infrastructure necessary for training and running AI models. AMD's move is seen as part of its growth strategy in the AI market. The company is focusing on establishing long-term partnerships with major technology firms, especially amid rising demand for data center GPUs. This agreement with a leading AI company like Anthropic could strengthen AMD's market position. Anthropic is known for its AI model Claude, which requires substantial GPU power for training. The 2GW capacity represents a significant amount of computing power, enabling Anthropic to develop future models more quickly and efficiently. This partnership comes at a time of increasing investment in AI infrastructure. AMD is believed to be targeting market share gains against rivals like Nvidia through this deal. However, financial details and the exact timeline of the agreement have not yet been disclosed to the public. This is not investment advice.