Anthropic will deploy 2 gigawatts of AMD GPUs for Claude in a deal worth up to $5 billion

AMD has invested up to $5 billion in Anthropic, which will deploy up to 2 gigawatts of MI450 GPUs for training and running its Claude models. This deal marks a significant step for AMD following its partnerships with Meta and OpenAI, as it aims to compete with Nvidia in the AI chip market. The agreement is expected to enhance Anthropic's capabilities in developing its models. However, critics argue that these agreements represent circular cash flows, raising questions about the sustainability of such investments in the market. Companies like AMD need to consider how to derive real value from these partnerships.