The Kobeissi Letter(@KobeissiLetter):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.

2026.07.22 12:47

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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