The Kobeissi Letter
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参加 June 2015
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BREAKING: AMD, $AMD, and Anthropic have signed a deal for "tens of billions of Dollars" worth of AI servers, per WSJ.
Details include:
1. Anthropic will purchase up to 2 gigawatts of AMD’s latest-generation chips, the Instinct MI450, starting in the first half of 2027
2. AMD will invest up to $5 billion in Anthropic as certain deployment milestones are met
3. AMD is also in talks to provide a financial backstop for Anthropic’s future data-center leases as well
AMD continues to look for ways to strengthen its positioning against Nvidia and others.
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