SemiAnalysis· @SemiAnalysis_ · X·· 2026-07-22精选AI 评分76
AI 导读
AMD 刚刚宣布与 Anthropic 达成协议，将投资高达 50 亿美元，换取 Anthropic 采购 2GW 的 AMD MI455 UALOE72 及未来 GPU。🚨 这与我们三天前关于 Anthropic 的说法一致。
推荐理由
AMD 用 50 亿美金投资换来 Anthropic 的巨量 GPU 订单，这是非 NVIDIA 生态一次真正有分量的突破，做硬件和云服务的值得深挖。
正文 · 原文
AMD HAS JUST ANNOUNCED AN ANTHROPIC DEAL WHERE THEY ARE INVESTING UP TO 5 BILLION IN EXCHANGE FOR ANTHROPIC BUYING 2 GW OF AMD MI455 UALOE72 AND FUTURE GPUS. 🚨
This is similar to what we said about Anthropic three days ago.
ANTHROPIC WILL BE AN AMD CUSTOMER, ACCORDING TO THE PUBLIC GITHUB OF AMD’S SENIOR DIRECTOR OF AI 🚨🚨 We explain the GitHub code and nuances below👇️ 1/4🧵在 X 查看被引用的帖子
来源：SemiAnalysis · x.com