AMD: $5 Billion Deal with Anthropic - Earnings Expected Only from 2027
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Investment of up to $5 billion tied to delivery milestones. Delivery of MI450 chips for 2 gigawatts of computing power starting in early 2027. Stock price drops by 3% due to high capital commitment and sector weakness. Details of the investment and delivery On July 22, 2026, Advanced Micro Devices (AMD) and Anthropic announced a comprehensive partnership. The semiconductor manufacturer is investing up to $5 billion in the startup, provided specific milestones are achieved in the delivery process. In return, Anthropic will use hardware...
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