- AMD's commitment runs through FY28 and remains conditional, with no investment valuation disclosed.
- Anthropic agreed to deploy up to 2 gigawatts of AMD Instinct MI450 GPUs, with the first gigawatt scheduled to begin in H1 2027.
- A reported Anthropic IPO at a valuation near $2 trillion would give AMD's eventual stake a public market price and shift part of the AI buildout financing to public investors.
- AMD's data center revenue reached $6.7 billion in Q2, up more than 100% year over year, and management guided Q3 revenue to about $13 billion.
Quotes
“has committed to make a strategic equity investment of up to $5 billion in Anthropic in the future.”