Anthropic will purchase up to 2 gigawatts of AMD's latest-generation chips starting in the first half of 2027, a scale expected to exceed Meta and OpenAI's deals. AMD will also make its first investment into Anthropic, committing up to $5 billion, while projecting its 2027 GPU demand visibility to be 40-50% above current CoWoS supply. AMD anticipates a 30-35% YoY lift in datacenter CPU ASPs in 2027, driven by a robust supply chain build plan of ~5 million Venice CPUs.
Anthropic's massive chip commitment and AMD's investment signal a deepening strategic alliance, securing future compute supply for Anthropic and validating AMD's AI accelerator roadmap.