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Anthropic plans to integrate $AMD GPUs into its hardware stack starting with the MI450, according to SemiAnalysis
SemiAnalysis believes the reason is that Anthropic needs more computing power, and AMD’s involvement expands its available capacity. This means Anthropic will use all four major accelerator platforms: NVIDIA GPUs, Google TPUs, Amazon Trainium, and AMD GPUs starting next year
With OpenAI, Meta, and now Anthropic as key end users of MI450 compute, the demand outlook for $AMD in 2027 is very strong