AMD signs Anthropic in major AI chip deal

AMD has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, adding another high-profile AI company to its customer roster. The agreement gives AMD its third top-tier AI customer in a year, strengthening its position in the market for chips used to train advanced models.

The deal marks one of AMD’s most concrete attempts to challenge Nvidia’s grip on training silicon. Anthropic’s commitment points to growing interest among leading AI developers in alternatives to Nvidia hardware as demand for compute infrastructure continues to shape semiconductor competition.