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Is Anthropic the largest $AMD deal?
The answer is no
> OpenAI: 6GW
> Meta: 6GW
> Anthropic: Up to 2GW
OpenAI and Meta have the largest overall commitments by far, with 1GW each committed to MI450 and the rest covering future generations
Anthropic has the largest explicit MI450-only commitment and receives an AMD investment instead of a warrant, which is much more favorable for AMD
It is not necessarily a smaller deal, just one covering a shorter time frame, while the others represent longer-term relationships