Anthropic was reported to be testing AMD GPUs; AI giants are systematically reducing reliance on single computing power sources.

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Anthropic is incorporating AMD into its pool of compute power suppliers. According to analysis by semiconductor industry firm SemiAnalysis, AMD’s Senior Director of AI Business disclosed related information in public GitHub code, showing Anthropic will become an AMD customer. This move indicates Anthropic is proactively diversifying its chip sources to reduce reliance on a single supplier.

On Monday, SemiAnalysis posted an analysis on social media platform X, stating that, through interpreting code publicly released on GitHub by AMD’s Senior Director of AI Business, they concluded Anthropic will procure AMD chips. SemiAnalysis noted in the post that they would further explain the code details and relevant context.

If this information is accurate, AMD will gain an important new customer in the high-end AI training market, previously dominated by Nvidia and Google, and it also means Anthropic's compute infrastructure strategy is accelerating diversification.

GitHub Code Becomes an Unexpected "Leak" Channel

The disclosure occurred in an unusual way. It did not come from official announcements or media reports, but originated from code published by an AMD senior executive on the public code hosting platform GitHub. SemiAnalysis conducted a professional interpretation of this code and published their conclusions on X, stating that the information clearly referenced Anthropic as an AMD customer.

Incidents where sensitive commercial information leaks through public code repositories like GitHub are not uncommon in the tech industry. Because GitHub code is publicly searchable, and considering the publisher is AMD’s Senior Director of AI Business, the credibility of the information is relatively high. SemiAnalysis promised in their post to further break down the code logic and details to give the market a more comprehensive analysis.

Anthropic Already Diversified Its Chip Suppliers

Before the AMD news broke, Anthropic had already established partnerships with multiple chip and compute providers. Google’s TPU (Tensor Processing Unit) is one of Anthropic’s key computing sources, closely related to Google's strategic investment in Anthropic. In addition, Anthropic had previously included Samsung among its suppliers.

This existing setup shows that Anthropic’s compute procurement strategy is not dependent on a single source, but is already focused on building a diversified supplier matrix. The inclusion of AMD will further enrich this matrix and provide Anthropic with more high-performance computing options beyond Nvidia GPUs.

Diversifying Compute Power is a Systematic Choice for AI Companies

For Anthropic, bringing in AMD has multiple strategic values. With the scale of model training and inference expanding, risks related to reliance on a single chip supplier—such as supply chain vulnerabilities, limited bargaining power, and technological lock-in—are becoming more prominent. By leveraging products from Google TPU, Samsung, and AMD simultaneously, Anthropic can seek an optimal balance among cost control, supply stability, and technological flexibility.

For AMD, winning Anthropic as a client is of landmark significance. AMD has been increasing its investment in data center AI chips in recent years, and its MI series GPUs are seen as one of the main competitors to Nvidia’s H series products. If Anthropic officially becomes an AMD customer, it will help AMD gain stronger market presence among leading AI labs and substantively boost its data center AI chip business revenue.

Anthropic’s move reflects a broader industry trend. As leading AI organizations like OpenAI, Google DeepMind, and Meta AI continue to ramp up compute demand, AI companies are systematically evaluating and expanding chip supplies to avoid excessive dependence on a single vendor. This trend objectively creates more opportunities for Nvidia’s competitors such as AMD and Intel to enter the supply chains of core AI clients.

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