SANTA CLARA, July 22 -- Advanced Micro Devices committed up to $5 billion in a strategic equity investment in Anthropic on Tuesday, deepening a partnership that will see the artificial intelligence company deploy as much as 2 gigawatts of AMD's latest Instinct MI450 series processors, positioning the chipmaker as the most visible challenger to Nvidia's dominance in AI hardware.

The announcement, made jointly by both companies, covers a multi-year engineering collaboration to optimize Anthropic's Claude models for AMD hardware and accelerate development of the ROCm software stack. The first gigawatt of compute capacity is scheduled to go live in the first half of 2027, running on AMD Helios rack-scale systems equipped with MI455X GPUs, EP...