$Advanced Micro Devices(AMD)$ AMD just landed one of its biggest AI wins yet. Anthropic plans to buy tens of billions of dollars worth of AMD AI servers powered by the MI450 GPUs, and AMD could invest up to $5 billion in Anthropic over time.
It feels like more than just another partnership. To me, it's another clear sign that hyperscalers and frontier AI labs are actively building an alternative to Nvidia.
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