---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000811380.md"
description: "BofA: Anthropic & AMD DealKey Takeaways from the Anthropic Partnership> Partnership Details: AMD announced a partnership with Anthropic to deploy up to 2GW of AMD MI450 Series AI GPUs starting in the first half of 2027.  > Financial Commitments: AMD committed to a $5 billion strategic equity investment and will use Anthropic's Claude in research and development (R&D) projects.  > Expanded Engagements: This deal expands AMD's MI engagements to four major customers: Anthropic, OpenAI (likely via Microsoft cloud), Oracle, and Meta.  > Financial Upside: The engagement indicates at least a $10 billion to $15 billion upside to current consensus expectations of $35 billion to $40 billion for CY27 MI sales. Analyst Event & Product Outlook> Advancing AI Event: Pre-announcements involving Microsoft and Anthropic serve as incremental positives ahead of AMD's analyst event.  > Server CPU Roadmap: The event is expected to spotlight the server CPU roadmap (specifically upcoming Venice CPUs) and how they compete against NVIDIA's Vera in the agentic AI era.  > CoWoS Supply & Sales Potential: Latest TSMC Chip-on-Wafer-on-Substrate (CoWoS) supply estimates point to roughly 1.4 million MI450 Series GPU units in CY27, which could surpass $40 billion in sales assuming a $30k average selling price (ASP).$AMD(AMD.US)"
datetime: "2026-07-22T16:02:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000811380.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000811380.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000811380.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# BofA: Anthropic & AMD DealKey Takeaways from t…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**