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The most significant AMD AI-related deals and partnerships announced recently include: 1..**Anthropic** (announced today) - Anthropic will deploy up to 2 gigawatts of AMD Instinct MI450 GPUs beginning in 2027. - AMD committed to invest up to $5 billion in Anthropic, subject to deployment milestones. - The companies will collaborate on optimizing Claude for AMD hardware and improving AMD's ROCm AI software stack. 2.. **Microsoft** (announced this week) - Microsoft is expanding its use of AMD's AI infrastructure by deploying …
— ORIGINAL POST ·
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
· r/stocks
· Jul 22, 2026