AMD will deploy up to two gigawatts of Instinct MI450 Series GPUs for Anthropic and make a strategic equity investment of up to $5 billion in the Claude developer.
The companies announced the deal in a joint press release. The first gigawatt is scheduled to come online in the first half of 2027 using AMD Helios rack-scale systems.
The same announcement confirms for the first time that Anthropic already runs AMD’s current-generation MI355X GPUs. The equity component runs counter to AMD’s landmark OpenAI deal, which gave that customer warrants for about 10 per cent of AMD’s stock.
This time, AMD is putting money into its buyer, becoming supplier and shareholder. Anthropic’s deployment pairs Instinct MI455X GPUs with EPYC “Venice” CPUs, Pensando networking and ROCm software inside Helios racks.
Each rack packs 72 accelerators, 31TB of HBM4 and up to 2.9 FP4 exaFLOPS of inference compute, because subtlety has left the building. The two outfits launched a multi-year engineering collaboration that will use Claude to optimise workloads for Instinct GPUs and speed up ROCm development.
AMD will use Claude across its engineering and product teams, meaning Anthropic gets chips, cash and a nice bit of corporate dogfooding.
Anthropic co-founder and chief compute officer Tom Brown said: “Running across a diversified range of hardware lets us map the right workloads to the right hardware.”
Today’s press release says the Helios deployment “builds on Anthropic’s existing use of AMD Instinct MI355X GPUs”, which is the first official nod that Claude already runs on AMD silicon.
Anthropic’s first AMD gigawatt comes after two other Helios customers in the queue. OpenAI’s first gigawatt of AMD capacity is due in the second half of 2026, while Oracle is due to begin deploying 50,000 MI450 GPUs this quarter.
The two-gigawatt commitment adds to a compute portfolio already spread across Nvidia GPUs, Amazon’s Trainium chips under Project Rainier and 3.5 gigawatts of Google TPU capacity supplied by Broadcom from 2027.
Anthropic is renting 300 megawatts of Nvidia compute from SpaceX’s Colossus 1 data centre too, because the AI industry now treats power grids like pub snacks.
According to Tom’s Hardware that makes AMD roughly the sixth distinct silicon source feeding Claude, which suggests Anthropic’s procurement team has stopped asking for a roadmap and started asking who still has electricity.
