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AMD has hinted at multiple "Open-AI" scale customers that are lined up for its existing and upcoming Instinct AI accelerators.
Anthropic is rumored to adopt AMD's next-gen Instinct MI450 GPU accelerators for its AI servers.
KEY POINTS
- The AMD MI400 series features HBM4 memory with a 50% capacity uplift over previous models.
- AMD's MI400 GPUs will offer 1.5x memory and scale-out bandwidth compared to NVIDIA's Vera Rubin.
- Anthropic's new Google-Broadcom alliance provides access to next-gen TPUs starting in 2027.
- AMD is deepening collaboration with the French government to support France’s National AI Strategy.
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