Sam Badawi(@Sam_Badawi):AMD $AMD could secure more than $20B in spending from Anthropic $ANT under its initial AI computing arrangement, according to Anthropic's updated IPO filing. The agreement involves AMD's Helios rack-scale systems and MI450-series GPUs, with initial capacity planned for 2027 and the possibility of additional orders. I think this is worth watching because AMD is increasingly getting opportunities to compete for large AI infrastructure deployments that have traditionally favored NVIDIA $NVDA. However, the outstanding giant in this is, and will always be, Jensen Huang / NVIDIA.

2026.11.02 15:15

AMD $AMD could secure more than $20B in spending from Anthropic $ANT under its initial AI computing arrangement, according to Anthropic's updated IPO filing. The agreement involves AMD's Helios rack-scale systems and MI450-series GPUs, with initial capacity planned for 2027 and the possibility of additional orders. I think this is worth watching because AMD is increasingly getting opportunities to compete for large AI infrastructure deployments that have traditionally favored NVIDIA $NVDA. However, the outstanding giant in this is, and will always be, Jensen Huang / NVIDIA.