AMD AAI 2026: AMD and Anthropic Announce Strategic Partnership to Deploy up to 2 Gigawatts of AMD Instinct MI450 Series GPUs

Summary: 

• Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios rackscale solutions​,​ with deployment of the first gigawatt beginning in the first half of 2027
• The companies will collaborate to use Claude to optimize workloads for AMD Instinct GPUs and accelerate AMD ROCm development, and AMD will broadly adopt Claude across its engineering and product development​ teams​
• AMD has committed to make a strategic equity investment of up to $5 billion in Anthropic

AMD and Anthropic announced a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rackscale solutions, with deployment of the first gigawatt beginning in the first half of 2027.The extraordinary pace of AI adoption is driving rapid growth in demand for training and inference capacity. Anthropic is scaling its compute infrastructure to serve strong and growing demand for Claude, and its adoption of AMD Helios at gigawatt scale represents a major expansion of AMD’s position at the center of the global AI infrastructure buildout.   

Anthropic will deploy AMD Helios rackscale solutions featuring AMD Instinct MI455X GPUs, part of the AMD Instinct MI450 Series, together with AMD EPYC “Venice” CPUs, AMD Pensando” networking and AMD ROCm software. Purpose-built for next-generation AI training and inference, Helios delivers the performance, efficiency and scale required for the most demanding AI workloads. This deployment builds on Anthropic’s existing use of AMD Instinct MI355X GPUs. 

In addition, AMD and Anthropic are launching a multiyear engineering collaboration to use Claude to accelerate AMD software development. Specifically, the teams will​ use​ Claude to optimize workloads for AMD Instinct GPUs and accelerate ROCm software development. AMD will also broadly adopt Claude across​ its​ engineering and product development​ teams​. 

AMD has committed to make a strategic equity investment of up to $5 billion in Anthropic in the future. 

“We are thrilled to deepen our partnership with Anthropic and deploy AMD Helios at gigawatt scale,” said Dr. Lisa Su, chair and CEO, AMD. “This collaboration brings together Anthropic’s leadership in frontier AI with the full strength of AMD high-performance computing. Together, we will accelerate AI adoption at scale and establish Helios as a major platform for the next generation of AI infrastructure.”

“Access to compute is central to keeping Claude at the frontier and meeting demand from our customers,” said Tom Brown, co-founder and chief compute officer, Anthropic. “By partnering with AMD across the stack, we are securing the capacity we need and optimizing it for training and serving Claude. Running across a diversified range of hardware​ lets us map the right workloads to the right hardware.”

This announcement marks a major milestone in the partnership between AMD and Anthropic. By combining gigawatt-scale deployment​ and​ deep engineering collaboration​,​ the companies are building a long-term foundation to accelerate the development and deployment of next-generation AI infrastructure.