customerScore 85/100Add to thesis
AMD adds Anthropic as strategic AI customer; data center AI revenue to grow well over 100% into 2027
“We're extremely excited about our foundational model large strategic partners like OpenAI and Meta. And we just added Anthropic to the mix there... we do see our data center business growing well over 100% as we go into 2027.”
Why it matters
Anthropic joining OpenAI and Meta as a large AMD Instinct buyer is a concrete expansion of AMD's AI GPU customer base beyond its two previously known anchor partners, with a specific growth trajectory (100%+ into 2027).
Investment implication
Bullish for AMD's data center GPU franchise and revenue mix; also signals Anthropic is diversifying its silicon supply away from pure NVIDIA dependence, a marginal negative for NVIDIA's share lock-in.