AMD stock jumped nearly 12% on Wednesday after Anthropic agreed to deploy up to 2 gigawatts of AMD’s Instinct MI450 GPUs. AMD will also invest up to $5 billion in Claude Maker.
Anthropic is AMD’s third gigawatt-scale AI customer in nine months, following OpenAI and Meta. However, this deal is much cheaper for AMD. That’s why Wall Street rejoiced.
Inside AMD’s humanitarian deal
AMD confirmed the deal on Wednesday advertisement. Anthropic will power AMD’s Helios rack systems. These combine Instinct MI455X GPUs, EPYC “Venice” CPUs, Pensando networking, and ROCm software. The first gigawatts will arrive in the first half of 2027.
Anthropic already uses AMD’s older MI355X chipset, so the partnership isn’t new. The two companies will also cooperate in the field of software. Cloud will adjust workloads for AMD chips and accelerate ROCm. This is important because ROCm still follows Nvidia’s CUDA program, the program that keeps most AI labs loyal to Nvidia.
The $5 billion pledge marks AMD’s first direct stake in Anthropic. It is paid when publication goals are achieved. The Wall Street Journal reported that the servers were worth tens of billions of dollars.
This fits the record Demand for AI chips this year. AMD President and CEO Lisa Su said the two engineering teams have worked together for some time.
AMD stock rise tightens race with Nvidia
In two days, AMD gained about $85 billion in market value. Its market value now exceeds $908 billion. Nvidia also gained about 6%, even after briefly losing its crown The most valuable company in the world This month.
Why does structure matter? AMD has granted OpenAI and Meta warrants for up to 160 million shares each. Combined, this represents about a fifth of the company. Anthropic received no guarantees, just a set cash stake. Conditions will be more important than the win itself, said Jefferies analyst Blaine Curtis, who has a $615 target for AMD.
Meanwhile, Anthropic buys computing from almost everyone. In April, it pledged more than $100 billion Os Spending over 10 years for up to 5GW of Trainium chips from Amazon. It also trains on Google Tensor Processing Units (TPUs) and Nvidia GPUs. This supports broader spending Bull case for semiconductor stocks.
“Access to compute is key to keeping Cloud at the forefront and meeting demand from our customers. … Operating across a variety of devices allows us to assign the right workloads to the right devices,” Tom Brown, Anthropic co-founder and chief computing officer, said in the official statement statement.
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AMD says Helios shipments will remain on track until late 2026. The next test is simple. Can AMD continue to win big AI labs without shedding stock? The answer may decide whether this rise continues, especially since… US chip stocks Sway on China’s concerns.
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