SemiAnalysis(@SemiAnalysis_):AMD HAS JUST ANNOUNCED AN ANTHROPIC DEAL WHERE THEY ARE INVESTING UP TO 5 BILLION IN EXCHANGE FOR ANTHROPIC BUYING 2 GW OF AMD MI455 UALOE72 AND FUTURE GPUS. 🚨 This is similar to what we said about Anthropic three days ago.

2026.07.22 14:00

AMD HAS JUST ANNOUNCED AN ANTHROPIC DEAL WHERE THEY ARE INVESTING UP TO 5 BILLION IN EXCHANGE FOR ANTHROPIC BUYING 2 GW OF AMD MI455 UALOE72 AND FUTURE GPUS. 🚨 This is similar to what we said about Anthropic three days ago.

SemiAnalysis@SemiAnalysis_

2026.07.19 22:49

ANTHROPIC WILL BE AN AMD CUSTOMER, ACCORDING TO THE PUBLIC GITHUB OF AMD’S SENIOR DIRECTOR OF AI 🚨🚨 We explain the GitHub code and nuances below👇️ 1/4🧵