Anthropic is incorporating AMD into its computing power supplier system. According to analysis by the chip industry research firm SemiAnalysis, the Senior Director of AMD's AI business disclosed relevant information in publicly available GitHub code, indicating that Anthropic will become an AMD customer. This development suggests Anthropic is proactively broadening its chip sources to reduce reliance on a single supplier.
On Monday, based on an analysis post by SemiAnalysis on social media platform X, the firm concluded that Anthropic will procure AMD chips by interpreting the publicly released GitHub code from AMD's Senior AI Director. SemiAnalysis stated in the post that it would further explain the code details and related context.
If the above information is accurate, AMD will gain a significant new client in the high-end AI training market, which has been predominantly led by NVIDIA and Google, and it also signifies that Anthropic's computing power infrastructure strategy is accelerating towards diversification.
GitHub Code Accidentally Becomes a "Leak" Channel
The path of this information disclosure is quite unusual. It did not come from an official announcement or media reports but originated from code content published by an internal AMD executive on the public code hosting platform GitHub. SemiAnalysis conducted a professional interpretation of this code and publicly released its analytical conclusions on platform X, pointing out that it clearly involves information related to Anthropic as an AMD customer.
Such cases where sensitive business information is accidentally exposed through public code repositories are not uncommon in the tech industry. Given that GitHub code is publicly searchable and the publisher is the Senior Director of AMD's AI business, the credibility of the information is relatively high. SemiAnalysis promised in its post to further deconstruct the code logic and details to provide a more comprehensive interpretation for the market.
Anthropic Had Already Established Multiple Chip Sources Previously
Prior to the exposure of this AMD news, Anthropic had already established cooperative relationships with multiple chip and computing power suppliers. Google's TPU (Tensor Processing Unit) is one of Anthropic's important computing power sources, closely related to Google's strategic investment in Anthropic. Furthermore, Anthropic had previously incorporated Samsung into its supplier system.
This existing layout indicates that Anthropic’s computing power procurement strategy does not rely on a single source; it has long been working to build a diversified supplier matrix. The addition of AMD will further enrich this matrix and provide Anthropic with more optional high-performance computing resources beyond NVIDIA GPUs.
Computing Power Diversification is a Systemic Choice for AI Companies
For Anthropic, introducing AMD holds multiple strategic values. As model training and inference scales continue to expand, issues such as supply chain risks, limited bargaining power, and technological path lock-in associated with a single chip supplier are becoming increasingly prominent. By concurrently utilizing products from multiple suppliers like Google TPU, Samsung, and AMD, Anthropic can seek a better balance among cost control, supply stability, and technological flexibility.
For AMD, securing Anthropic as a client has significant benchmark importance. AMD has been continuously increasing its investments in the data center AI chip sector in recent years, with its MI series GPUs considered one of the main competitive alternatives to NVIDIA's H series products. If Anthropic officially becomes an AMD customer, it will help AMD establish a stronger market presence among top-tier AI lab clientele and bring substantial incremental revenue to its data center AI chip business.
Anthropic's move reflects a broader industry trend. As leading institutions like OpenAI, Google DeepMind, and Meta AI see continuously rising demand for computing power, AI companies are systematically evaluating and expanding their chip supply sources to avoid the risk of over-concentration on a single supplier. This trend objectively creates more opportunities for NVIDIA's competitors, such as AMD and Intel, to enter the supply chains of core AI clients.
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