AMD to invest up to $5bn in Anthropic in chip deal - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
FT商学院

AMD to invest up to $5bn in Anthropic in chip deal

AI group commits to buying tens of billions of dollars of AMD’s latest AI server chips
00:00

{"text":[[{"start":8.7,"text":"AMD has struck a multibillion-dollar deal with Anthropic, which includes the US chipmaker making an up to $5bn investment in the creator of Claude Code. "}],[{"start":18.299999999999997,"text":"As part of the agreement, Anthropic has committed to buying tens of billions of dollars of AMD’s latest AI server chips, boosting the chipmaker’s challenge to Nvidia. "}],[{"start":28.549999999999997,"text":"The deal will add 2 gigawatts of computing capacity to Anthropic’s platform, with the first gigawatt — equivalent to the power output of a single nuclear reactor — due to come online in the first half of next year. "}],[{"start":42.65,"text":"The transaction is the latest circular arrangement between a frontier AI company and a chipmaker, with both OpenAI and Anthropic enmeshed with suppliers via direct investments and supply contracts. "}],[{"start":56.05,"text":"“Access to compute is central to keeping Claude at the frontier and meeting demand from our customers,” said Tom Brown, co-founder and chief compute officer at Anthropic."}],[{"start":67,"text":"The deal adds AMD’s processors to Anthropic’s increasingly diverse portfolio of AI infrastructure, which also includes chips from Nvidia, Amazon and Google. The Wall Street Journal first reported the deal. "}],[{"start":80.15,"text":"AMD’s up to $5bn investment in Anthropic, announced by the semiconductor company on Wednesday, is dependent on meeting certain milestones. "}],[{"start":89.35000000000001,"text":"The deal comes as AI companies are racing to lock in computing capacity amid an industry-wide semiconductor shortage that has sent chip stocks surging in the past few months. AMD shares are up more than 140 per cent so far this year. "}],[{"start":103.65,"text":"OpenAI on Wednesday announced it had secured 3.2GW of power for a new data centre facility in the US state of Georgia, in a deal worth tens of billions of dollars. Bloomberg first reported the contract with Georgia Power company. The project is scheduled to come online between 2028 and 2032."}],[{"start":123.2,"text":"Anthropic has struck a series of major computing deals this year, including with Google, Broadcom and Amazon Web Services, giving the San Francisco-based company access to more than 10GW of new capacity as it aims to meet rising demand for its products. "}],[{"start":139.5,"text":"In May, Anthropic agreed to pay Elon Musk’s SpaceX $1.25bn a month to lease the rocket maker’s data centre space, in a deal that ties the fortunes of the two competitors together. "}],[{"start":151.85,"text":"It marks a turnaround for Anthropic chief Dario Amodei, who late last year took aim at competitors who were spending aggressively to secure a supply of computing power ahead of actual demand. “I think there are some players who are ‘YOLO’-ing, who pull the risk dial too far,” he said."}],[{"start":169.2,"text":"Despite the frantic pace of build-out, data centre construction in the US and elsewhere is increasingly confronted with opposition from local communities. "}],[{"start":179.04999999999998,"text":"OpenAI said it would pay hundreds of millions of dollars in state and local taxes related to the Georgia project and invest $80mn in “community benefits”, including support for local schools and healthcare. "}],[{"start":198.25,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1784904847_2324.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

他会成为印度尼西亚下一任总统吗?

德迪•穆利亚迪在社交媒体上的高度活跃,帮助他与选民建立起深厚联系。在许多人眼中,他是一个真正贴近民众的“自己人”。
1小时前

多边主义不是理想主义,而是现实必需

我们需要加强现有合作体系,而不是另起炉灶。

一周展望:日本央行担心通胀超调有没有道理?

投资者正评估日本央行将以多大力度继续加息,以及该行能否跑赢曲线,从而遏制通胀、支撑日元。

科技巨头用担保工具将3000亿美元AI敞口移至表外

华尔街找到新途径,将科技巨头的信用优势转化为更低成本的资金,以支持AI基础设施建设。

无人驾驶出租车冲击重要岗位

克拉克:坐在后座的我们往往看不到出租车司机这份工作的诸多好处。

特朗普称美国已与丹麦达成协议,以取得对格陵兰安全事务的“控制”

丹麦政府表示,协议最早下周即可签署,并将尊重该地区的主权。
设置字号×
最小
较小
默认
较大
最大
分享×