# AMD与Anthropic签署数十亿美元芯片大单

- 来源：Chubby♨️ (@kimmonismus)
- 发布时间：2026-07-22 21:06
- AIHOT 分数：67
- AIHOT 链接：https://aihot.virxact.com/items/cmrw45dlc00sk1p88vrnoi3hk
- 原文链接：https://x.com/kimmonismus/status/2079916015526236250

## AI 摘要

AMD与Anthropic签署价值数百亿美元的2吉瓦芯片协议，AMD将向Anthropic投资高达50亿美元。Anthropic计划于2027年上半年部署AMD最新的MI450加速器，用于自有数据中心并通过云提供商租赁额外算力。该合作旨在缓解因需求激增导致的Anthropic服务限制和频繁中断问题。

## 正文

AMD and Anthropic have signed a 2-gigawatt chip deal worth tens of billions of dollars.
And AMD will invest up to $5 billion in the AI lab.

Via WSJ

Anthropic will begin deploying AMD's latest MI450 accelerators in the first half of 2027. It will buy chips for its own data centers and lease additional capacity through cloud providers and neoclouds.

AMD's investment is tied to deployment milestones. The company is also reportedly discussing a financial backstop for Anthropic's future data-center leases.

The capacity is urgently needed： surging demand has forced Anthropic to limit usage， while some customers have reported frequent outages.
Lisa Su： "You actually have to plan， you know， 12， 18， 24 months in advance for what you want."

This is very important for us. More computing power means that， in the long term， Anthropic's biggest bottleneck will be gradually resolved.