AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.

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 AMD's Helios AI platform for Azure AI services.

- The partnership also includes broader deployment of AMD EPYC processors and networking technologies across Azure. Financial terms were not disclosed.

3.. **OpenAI** (previously announced)

- OpenAI previously announced a multi-billion-dollar agreement to purchase AMD AI chips, centered on the MI450 platform, making it one of AMD's flagship AI customers.

*CGT*