AMD 与 Anthropic 达成 50 亿美元 AI 基础设施协议

AMD表示将向Anthropic投资最多50亿美元，同时帮助扩大该AI公司的计算能力，根据周三的公告：https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus。作为新合作的一部分，Anthropic将使用芯片制造商的新型Helios机架级系统部署最多2吉瓦的AMD Instinct MI450 AI GPU，正如《华尔街日报》早前报道的那样：https://www.wsj.com/tech/ai/amd-and-anthropic-sign-major-chips-and-investment-deal-4adfdc45。

两家公司计划在2027年上半年部署第一吉瓦，基于Anthropic最近与SpaceX达成的数据中心交易：/science/935229/spacex-anthropic-ipo-ai-capacity-deal-colossus 和 TeraWulf：/ai-artificial-intelligence/961722/anthropic-signs-20-year-lease-agreement-for-an-ai-data-center-in-kentucky。Anthropic还与Google、Broadcom：/ai-artificial-intelligence/907810/anthropic-has-signed-a-big-ai-infrastructure-deal-with-google-and-broadcom，以及Amazon：https://www.anthropic.com/news/anthropic-amazon-compute 签署了AI基础设施交易，传闻称：/tech/967281/meta-reportedly-considers-leasing-computing-power-to-anthropic 它可能也会与Meta达成协议。

AMD和Anthropic还将启动一项“多年工程合作”，在此过程中，AMD将在其软件开发、工程和产品开发中使用Anthropic的Claude。Anthropic联合创始人兼首席计算官Tom Brown在新闻稿中表示：“通过与AMD在整个技术栈上的合作，我们确保了所需的容量，并优化其用于Claude的训练和服务。”

AMD says it’s going to invest up to $5 billion in Anthropic, while helping to expand the AI company’s computing power, according to an announcement on Wednesday：https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus. As part of the new partnership, Anthropic will deploy up to 2 gigawatts of AMD’s Instinct MI450 AI GPUs using the chipmaker’s new Helios rack-scale system, as reported earlier by The Wall Street Journal ：https://www.wsj.com/tech/ai/amd-and-anthropic-sign-major-chips-and-investment-deal-4adfdc45.

The companies plan to deploy the first gigawatt in the first half of 2027, building upon recent data center deals Anthropic has reached with SpaceX：/science/935229/spacex-anthropic-ipo-ai-capacity-deal-colossus and TeraWulf：/ai-artificial-intelligence/961722/anthropic-signs-20-year-lease-agreement-for-an-ai-data-center-in-kentucky. Anthropic has also signed AI infrastructure deals with Google, Broadcom：/ai-artificial-intelligence/907810/anthropic-has-signed-a-big-ai-infrastructure-deal-with-google-and-broadcom, and Amazon：https://www.anthropic.com/news/anthropic-amazon-compute, with rumors suggesting：/tech/967281/meta-reportedly-considers-leasing-computing-power-to-anthropic that it could reach an agreement with Meta as well.

AMD and Anthropic will also launch a “multi-year engineering collaboration,” where AMD will use Anthropic’s Claude across its software development, engineering, and product development. “By partnering with AMD across the stack, we are securing the capacity we need and optimizing it for training and serving Claude,” Tom Brown, Anthropic cofounder and chief compute officer, says in the press release.