A deal that binds "shovel sellers" and "gold diggers" into a community of shared destiny has taken shape in the AI computing power market. On July 22 (Wednesday), AMD announced a strategic partnership with Anthropic and unveiled a plan: to invest up to $5 billion in this artificial intelligence company in the future. This is no longer a simple supplier-customer relationship, but rather a chip giant directly placing both capital and production capacity on a top-tier model laboratory.

The other hand of the collaboration is tangible computing power supply. According to the agreement, Anthropic will adopt AMD's Helios rack-level solution, deploying a total scale of 2 gigawatts of AMD Instinct MI450 series GPUs. Notably, the gigawatt (GW) has quietly become a new standard unit for measuring the scale of AI data centers - when computing power demand reaches such a level, the benchmark discussed has jumped from a single server to the power supply capacity of an entire power plant. The first 1 gigawatt of computing power will be deployed by mid-2025, which means that Anthropic's underlying computing power supply will officially move away from reliance on a single vendor and welcome a new branch from AMD.

For AMD, securing Anthropic is both an order and an endorsement: the MI450 series, as the core of the Helios rack solution, directly enters the training and inference scenarios of top AI laboratories; for Anthropic, adding AMD as a high-performance computing source, in addition to Google's TPU and Samsung, provides an additional layer of assurance for supply chain diversification and bargaining power. When a chip company is willing to invest up to $5 billion to support its customer, the power structure of the computing power market is being rewritten.

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