AMD and Anthropic Partner to Deploy Up to 2 Gigawatts of AMD Instinct GPUs in Helios Systems, AMD Commits Up to $5B Investment
AMD and Anthropic announced a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in Helios rack-scale solutions, with the first gigawatt starting in early 2027, and AMD committed up to $…
- Up to 2 GW
- 1 GW starting H1 2027
- Up to $5 billion
What Happened
AMD and Anthropic have entered a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions. The first gigawatt of deployment is expected to begin in the first half of 2027. AMD has also committed to a strategic equity investment of up to $5 billion in Anthropic.
The deployment will use AMD Instinct MI455X GPUs, AMD EPYC 'Venice' CPUs, AMD Pensando networking, and ROCm software. This builds on Anthropic's existing use of AMD Instinct MI355X GPUs. The two companies are also launching a multi-year engineering collaboration to use Claude to optimize workloads for AMD Instinct GPUs and accelerate ROCm development.
“We are thrilled to deepen our partnership with Anthropic and deploy AMD Helios at gigawatt scale. This collaboration brings together Anthropic’s leadership in frontier AI with the full strength of AMD high-performance computing.”
“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.”
Up to 2 GWgigawatts
To be deployed in AMD Helios rack-scale solutions
Up to $5 billion
AMD committed to invest in Anthropic
- First gigawatt deployment begins in the first half of 2027
- Uses AMD Instinct MI455X GPUs, EPYC CPUs, Pensando networking, ROCm software
- Multi-year engineering collaboration to use Claude for AMD software optimization
- AMD will adopt Claude across engineering and product development teams
Why this matters
This deal significantly expands AMD's role in AI infrastructure and secures Anthropic massive compute capacity for its Claude AI model. For the AI industry, it means more hardware diversity and scaling; for AMD, it's a major customer win that could drive future growth.
Terms in This Story
- Gigawatt (GW)
- A unit of power equal to one billion watts, commonly used to measure the capacity of large data centers.
- Rack-scale solution
- An integrated data center hardware system that combines servers, networking, storage, and cooling in a single rack.
Summarised from the linked release; details can be imperfect — always verify against the original source.