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AMD locks in 2027 Anthropic GPU capacity with Helios architecture

The Anthropic deal is structured as $5 billion in direct equity without warrants, and the first 1 gigawatt is targeted for deployment in the first half of 2027 ahead of AMD’s Aug. 4 earnings report.

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Advanced Micro Devices is positioning its AI hardware push around a new partnership with Anthropic, including a $5 billion no-warrant equity stake and the rollout of its Helios rack-scale architecture.

The agreement is designed to secure 2027 capacity commitments from a frontier model developer, with Anthropic set to integrate up to two gigawatts of AMD Instinct MI450 Series GPUs, including the MI455X, using the Helios platform.

The initial 1 gigawatt of capacity is slated for deployment in the first half of 2027, with the contract structured around deployment milestones rather than warrants, which the outlet says can avoid shareholder dilution seen in some prior capacity deals.

MarketBeat Ratings links the moves to AMD’s broader shift toward full-stack data center hardware, noting that the company is scheduled to report earnings on Aug. 4.

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