金色财经|7月 20, 2026 03:55
[Anthropic Reportedly Testing AMD GPUs: AI Giant Systematically Reducing Dependency on Single Compute Power Source]
According to a report by Jinse Finance on July 20, Anthropic is incorporating AMD into its compute power supplier ecosystem. SemiAnalysis, a chip industry analysis firm, interpreted publicly available GitHub code disclosed by AMD AI Senior Director, revealing that Anthropic will become an AMD customer. This development indicates that Anthropic is actively broadening its chip sourcing to reduce reliance on a single supplier.
On Monday, SemiAnalysis posted an analysis thread on social media platform X, deducing from the GitHub code released by AMD AI Senior Director that Anthropic plans to procure AMD chips. In the thread, SemiAnalysis stated it would further explain the code details and related background. If the information is accurate, AMD will gain a significant new customer in the high-end AI training market, previously dominated by NVIDIA and Google. This also signifies that Anthropic's compute power infrastructure is accelerating its diversification efforts.
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