AMD's next-generation chip is reportedly securing a major order from Anthropic.

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AI computing power supply remains tight, accelerating the reshaping of major tech companies’ chip procurement landscape, with AMD benefiting as a result.

According to media reports citing market sources, Anthropic is planning to purchase AMD's next-generation Instinct MI450 accelerator chips for its server infrastructure. Analyst Ben Bajarin posted on social media: "AMD is likely to win Anthropic’s order. Given the current shortage of computing power, this makes perfect sense:

"This will make Anthropic, after OpenAI and Meta, another top AI company to sign a major partnership with AMD, further strengthening AMD’s competitive position in the AI data center market."

This rumored order points to AMD’s soon-to-be-launched MI450 chip. The chip uses the CDNA 5 architecture. Official data shows its FP8 computing power reaches 40 PFLOP, double the MI350 series of the previous generation; memory capacity grows from 288GB HBM3e to 432GB HBM4, an increase of about 50%; and its memory bandwidth jumps significantly from 8 TB/s to 19.6 TB/s. For AI companies requiring large-scale deployment for inference and training tasks, these upgrades are of substantial significance.

Tight supply drives diversified layout among AI clients

The ongoing global shortage in the AI chip supply chain is the core background for this rumored deal. Bajarin noted, "All available and feasible computing power will be bought." This judgment closely matches current market trends—from hyperscale cloud vendors to startups, all parties are actively locking in next-generation compute resources.

AMD has already made moves in response to this trend. The company previously disclosed that several customers on the scale of "OpenAI" are already queuing for its current and future Instinct series accelerators. Among them, Meta has signed a purchasing commitment as high as 6 gigawatts (GW), covering multiple generations of Instinct chips. If the Anthropic order comes through, it would mean AMD’s major AI client base expands further, positively supporting its revenue outlook.

AMD has positioned the MI450 series specs to directly target the Nvidia Vera Rubin platform. Internal comparisons show that the MI450 leads competitors by 1.5 times in memory capacity, also leads by 1.5 times in scale-out bandwidth, while matching in FP4/FP8 floating point performance, memory bandwidth, and scale-out interconnect bandwidth.

Specifically, the MI450 features 40 PFLOP FP8 compute, 432GB HBM4 memory, scale-out interconnect bandwidth of 3.6 TB/s, and inter-node bandwidth of 300 GB/s per card. AMD positions this combination as the core component of rack-level AI ecosystems, branded as "Helios" in the market.

Anthropic’s Compute Strategy: Multi-vendor Bet, Risk Diversification

Notably, Anthropic has not bet on a single supplier for its compute power. Its infrastructure already integrates Nvidia GPUs and Amazon Trainium chips, and recently it signed strategic cooperation agreements with Google and Broadcom, expecting to obtain multi-gigawatt scale next-generation TPU compute starting in 2027. In an official statement, Anthropic noted these TPU resources will support its frontier Claude models and its global customer base.

Additionally, analysts have pointed out that Anthropic’s collaboration with Broadcom, which has extensive experience in custom ASICs, might pave the way for Anthropic to develop its own Claude-specific chips in the future. However, this is still speculation and no concrete information is available yet. The diversified compute layout shows Anthropic’s strong desire to secure high-quality suppliers, which also strengthens AMD’s bargaining position in negotiations.

AMD Simultaneously Advances Government-Level AI Collaborations

Beyond commercial customers, AMD has also been expanding into government sectors recently. AMD and the French government announced deeper cooperation to support France’s national AI strategy—including promoting local AI innovation, expanding the availability of open compute resources, and participating in the construction of France’s first exascale supercomputer, "Alice Recoque." AMD stated it will open its high-performance computing platform and open software ecosystem to the French AI community.

In summary, if the Anthropic deal goes through, it would further prove AMD’s commercialization capabilities in the high-end AI chip market and strongly support market expectations ahead of the official delivery of its MI400 series.

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