AMD Wins All Three Major AI Labs as Instinct GPU Customers in Under a Year

AMD now supplies every major AI lab — OpenAI (October 2025), Meta (up to $60 billion over five years, February 2026), and Anthropic (up to $5 billion equity and 2 GW of MI450 GPUs, July 2026). The first gigawatt of Anthropic capacity is targeted for H1 2027, giving AMD roughly a year to ship rack-scale infrastructure at unprecedented volume.