AMD向Anthropic投资50亿美元，Anthropic将部署2吉瓦AMD GPU用于Claude

AMD 正在向 Anthropic 投资最多 50 亿美元。作为回报，Anthropic 计划在 Helios 服务器系统中部署最多 2 吉瓦的 AMD Instinct MI450 GPU，用于训练和运行其 Claude 模型。第一阶段 1 吉瓦的部署将于 2027 年上半年开始。这些系统将 MI455X GPU 与 AMD EPYC “Venice” 处理器和 AMD 网络技术配对。Anthropic 已经在使用 AMD 的 MI355X GPU。

两家公司还计划进行多年的合作，利用 Claude 改进 AMD 的 ROCm 软件平台和 GPU 工作负载。AMD 将在其开发团队内部使用 Claude。Anthropic 联合创始人 Tom Brown 表示，与不同硬件供应商合作可以使公司将工作负载匹配到最适合的硬件。

对于 AMD 来说，这是一个重大举措，旨在将其与 Nvidia 一起确立为 AI 公司的 GPU 供应商。AMD 已与 Meta（https://the-decoder.com/amd-basically-copy-pasted-its-openai-deal-for-meta-six-gigawatts-and-ten-percent-equity-included/）和 OpenAI（https://the-decoder.com/amd-signs-a-long-term-deal-to-supply-openai-with-multiple-generations-of-instinct-gpus/）达成了类似的交易。批评者指出，这些协议存在循环性质：芯片和云公司资助 AI 实验室，而这些实验室随后用这些资金向它们购买产品。AI 实验室最终是否能自给自足仍是一个悬而未决的问题。Ad DEC_D_Incontent-1 Ad

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AMD is investing up to $5 billion in Anthropic. In return, Anthropic plans to deploy up to 2 gigawatts of AMD Instinct MI450 GPUs in Helios server systems for training and running its Claude models. The first gigawatt phase starts in the first half of 2027. The systems pair MI455X GPUs with AMD EPYC "Venice" processors and AMD networking tech. Anthropic already uses AMD's MI355X GPUs.

Both companies also plan a multi-year effort to use Claude to improve AMD's ROCm software platform and GPU workloads. AMD will use Claude internally across its dev teams. Anthropic co-founder Tom Brown says working with different hardware providers lets the company match workloads to the best-suited hardware.

For AMD, this is a big push to establish itself alongside Nvidia as a GPU supplier for AI companies. AMD has struck similar deals with Meta：https://the-decoder.com/amd-basically-copy-pasted-its-openai-deal-for-meta-six-gigawatts-and-ten-percent-equity-included/ and OpenAI：https://the-decoder.com/amd-signs-a-long-term-deal-to-supply-openai-with-multiple-generations-of-instinct-gpus/. Critics point to the circular nature of these agreements: chip and cloud companies fund AI labs, which then spend that money buying from them. Whether AI labs can eventually cover these bills on their own remains an open question. Ad DEC_D_Incontent-1 Ad

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