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50 billion US dollars bet on Anthropic: AMD not only sells chips, but also becomes a shareholder of AI laboratories. A deal that binds "shovel sellers" and "gold diggers" into a community of destiny has landed in the AI computing power market
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Source: Telegram AI频道
50 billion US dollars bet on Anthropic: AMD not only sells chips, but also becomes a shareholder of AI laboratories. A deal that binds "shovel sellers" and "gold diggers" into a community of destiny has landed in the AI computing power market. On July 22 (Wednesday), AMD announced a strategic cooperation with Anthropic and unveiled a plan to invest up to $50 billion in the artificial intelligence company in the future. This is no longer a pure supplier-customer relationship, but the chip giant has personally stepped in and bet both capital and production capacity on a leading model laboratory. The other hand of cooperation is the supply of real computing power. According to the agreement, Anthropic will use AMD's Helios rack-scale solution to deploy AMD Instinct MI450 series GPUs with a total scale of 2 GW. It is worth noting that gigawatts (GW) have quietly become the new universal unit for measuring the scale of AI data centers—when computing power requirements expand to this level, the scale of discussion jumps from a single server to the power supply capacity of an entire power station. The first batch of 1 GW of computing power will be deployed in the first half of next year, which also means that the underlying computing power supply of Anthropic will officially move away from dependence on a single manufacturer and usher in AMD as a new branch. For AMD, winning Anthropic is both an order and an endorsement: as the core of the Helios rack solution, the MI450 series directly cuts into the training and inference scenarios of top AI laboratories; for Anthropic, adding AMD as a high-performance computing power source in addition to Google TPU and Samsung provides an additional guarantee for the diversification of the supply chain and bargaining space. When a chip company is willing to spend up to $50 billion to invest in its customers, the power structure of the computing power market is being rewritten. If you need me to save this article to the `rewrites/` directory, or continue to post new links. via AI News (author: AI Base)