Compute · the Ledger · Chip supply
Anthropic to deploy up to 2 GW of AMD MI450-series GPUs in Helios racks; AMD commits up to $5B equity in Anthropic
Announced · announced 22 Jul 2026 · the week to 24 Jul 2026
- Size
- undisclosed
- Power
- 2 GW
- GPUs
- MI450
No purchase value disclosed; AMD equity investment up to $5B (a ceiling).
The parties
- AMDcompany pageSupplier
- Anthropiccompany pageBuyer
- AMDcompany pageInvestor
The source
AMD press release, 2026-07-22Company press release
First gigawatt from H1 2027. Builds on Anthropic's existing MI355X use. Accelerator as stated: AMD Instinct MI450 series.
The same parties, other deals
- Anthropic commits $11.6B over seven years to Akamai Cloud for CPU workloads; Akamai issues Anthropic a warrant for up to ~5%$11.6B · 24 Sept 2026
- Nscale agrees to provide Anthropic dedicated GPU infrastructure at its Monarch Compute Campus for up to about $44.6B$44.6B · 18 Sept 2026
- AMD leases 377 MW from Core Scientific for 15 years and backs 152 MW of neocloud leases, with rights to ~1.9 GW moreundisclosed · 28 Jul 2026
- Anthropic signs a 20-year lease for ~401 MW at TeraWulf's Justified Data campus in Hawesville, Kentucky, ~$19B of contracted revenue$19B · 6 Jul 2026
- Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029undisclosed · 3 Jun 2026
- Anthropic commits more than $100B over ten years to AWS for up to 5 GW; Amazon invests $5B now and up to $20B more$100B · 20 Apr 2026