AMD to invest $5B in Anthropic, supply AI chips through 2027

Advanced Micro Devices has signed a significant agreement with AI startup Anthropic for tens of billions of dollars worth of AI servers and will invest up to $5 billion（約8000億円） in the company, according to reporting by the Wall Street Journal on July 22. The deal covers up to 2 gigawatts of AMD's next-generation Instinct MI450 chips, with deliveries set to begin in the first half of 2027.

Anthropiс will deploy these chips across its own data centers and through leased capacity from cloud providers, giving the company options in how it scales its computational infrastructure. For context, industry executives have noted that 1 gigawatt of computing power—enough to power roughly 750,000 U.S. homes—can cost around $50 billion（約8兆円）, highlighting the massive capital requirements underpinning modern AI development.

The agreement marks a significant competitive win for AMD as the chipmaker seeks to challenge Nvidia's dominance in the fast-growing AI hardware market and expand its roster of major AI customers. Both AMD and Anthropic were working to confirm the deal through official statements at the time of reporting.

AMD's deal with Anthropic represents a strategic pivot in the competition for AI infrastructure dominance. The chipmaker is directly challenging Nvidia's position in the AI hardware market by securing a major customer and committing substantial capital investment. The scale of the commitment—up to 2 gigawatts of next-generation chips—underscores both the computational demands of frontier AI development and the high stakes for suppliers seeking to capture market share. By coupling chip supply with equity investment, AMD is signaling deep confidence in Anthropic's trajectory and securing a meaningful foothold in the lucrative AI infrastructure space.

The delivery timeline—first half of 2027—suggests AMD's confidence in its MI450 chip roadmap. The arrangement also allows Anthropic flexibility in deployment, with chips used both in Anthropic's own facilities and through cloud provider leasing, a model that may extend the chips' reach across the broader AI ecosystem.