{
  "id": 4063252,
  "title": "Anthropic Bet Tens of Billions on AMD. One Month Later, It Signed a $45 Billion Nvidia-Powered Lease",
  "url": "https://urgent.news/2026/08/27/anthropic-bet-tens-of-billions-on-amd-one-month-later-it-signed-a-45",
  "topic": "ai",
  "section": "AI",
  "published": "2026-08-27T17:52:20.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-bet-tens-billions-amd-175220772.html"
  },
  "original_language": "en",
  "account": "On August 26, Anthropic announced it will lease computing capacity from Nscale's West Virginia campus, powered by Nvidia's Vera Rubin platform, for $45 billion over six years. The 460-megawatt project is set to commence operation in late 2027, giving NVIDIA a clear endorsement from one of the leading AI companies. However, just a month earlier, Anthropic had committed to purchasing tens of billions of dollars worth of AMD-powered servers, specifically up to two gigawatts of Instinct MI450 capacity starting in the first half of 2027. AMD also agreed to invest up to $5 billion in Anthropic upon achieving milestones. While these deals are not directly comparable, the AMD server agreement demonstrates Anthropic's diversification strategy to ensure capacity is available as demand grows. Anthropic projects revenues of $190 billion to $200 billion in 2028, up from $65 billion by the end of July. The timing of capacity delivery is becoming increasingly critical for AI companies. NVIDIA's stock has seen a surge in buying activity, with bullish investors now outnumbering bears. AMD has also attracted more hedge fund interest, with its short interest at just 1.23% of float. While Anthropic's AMD investment may not displace NVIDIA as the dominant provider, it demonstrates the company's commitment to capacity and diversification in the AI hardware market.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}