Compute compute compute.
1. OpenAI increase compute spend forecast through 2030, from $600B earlier this year to $700B.
2. $AMD and Anthropic have signed a multi-billion dollar deal, where "Anthropic will purchase up to 2 gigawatts of AMD’s latest-generation chips" and AMD will also invest up to $5B in Anthropic as certain deployment milestones are met.
Today's an AI news day it seems!