AMD与Anthropic签订芯片大单及SpaceXAI建设数据中心

Huge, even more data center being built: SpaceXAI is reportedly laying the groundwork for a Texas data-center expansion as large as - or larger than - its roughly 1-gigawatt Memphis footprint. The Information says the company has explored multiple sites, including new construction and converting an existing warehouse. It has sent data-center employees to Texas and advertised infrastructure roles in Austin, Bastrop and Conroe. Supermicro’s CEO said his company was helping SpaceXAI build “another new Gigawatt AI datacenter” within a year, although he did not disclose its location. This makes SpaceX one of the most significant oracles in history and the most important hyperscaler.  > **引用原帖 Chubby♨️ (@kimmonismus):** > AMD and Anthropic have signed a 2-gigawatt chip deal worth tens of billions of dollars. > And AMD will invest up to $5 billion in the AI lab. > Via WSJ > Anthropic will begin deploying AMD’s latest MI450 accelerators in the first half of 2027. It will buy chips for its own data centers and lease additional capacity through cloud providers and neoclouds. > AMD’s investment is tied to deployment milestones. The company is also reportedly discussing a financial backstop for Anthropic’s future data-center leases. > The capacity is urgently needed: surging demand has forced Anthropic to limit usage, while some customers have reported frequent outages. > Lisa Su: “You actually have to plan, you know, 12, 18, 24 months in advance for what you want.” > This is very important for us. More computing power means that, in the long term, Anthropic's biggest bottleneck will be gradually resolved. > https://x.com/kimmonismus/status/2079916015526236250 Chubby♨️ (@kimmonismus): https://t.co/IuKSIXSt2N