Key developments

1. Jul 25, 2026

   AMD and Anthropic unveil a deal worth up to $5 billion in AMD equity for tens of billions of dollars in AI chips, enabling up to 2 gigawatts of compute capacity.

   72 sources on this →
2. Jul 25, 2026

   AMD unveils its Helios rack-scale AI system, with Microsoft, Meta, OpenAI and Oracle among early customers for Azure deployment in late 2026.

   130 sources on this →

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Photo: NVIDIA — Wikimedia Commons / Wikimedia Commons

AMD-Anthropic to Deploy Up to 2 GW AI Compute

AMD and Anthropic unveiled a deal worth up to $5 billion in equity from AMD in exchange for tens of billions of dollars of AMD’s AI server chips, enabling as much as 2 gigawatts of compute capacity with the first gigawatt online in the first half of 2027. The partnership aims to diversify Anthropic’s compute away from Nvidia and Google TPUs, intensifying AI infrastructure competition as AMD positions itself as a significant supplier alongside other cloud providers and partners.

72 sources

AMD Helios Debuts on Azure, Expands Anthropic Deals

AMD unveiled Helios, its first rack-scale AI system, as a bid to challenge Nvidia, with Microsoft, Meta, OpenAI and Oracle among early customers and plans to ship to customers in the second half of 2026 for Azure deployment. Helios combines Instinct MI455X GPUs, Venice CPUs, Pensando networking and ROCm software, and will power frontier-model inference in Azure, with two new Venice-based VM series and expanded Pensando DPUs to scale cloud AI workloads.