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CFM Report - Memory Industry Monthly Update - May 2026
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AMD and Anthropic Announce Strategic Partnership

By: M 10 hours ago

AMD and Anthropic have announced a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027. In addition, AMD has committed to make a strategic equity investment of up to $5 billion in Anthropic in the future.

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