{"text":[[{"start":8.7,"text":"AMD has struck a multibillion-dollar deal with Anthropic, which includes the US chipmaker making an up to $5bn investment in the creator of Claude Code. "}],[{"start":18.299999999999997,"text":"As part of the agreement, Anthropic has committed to buying tens of billions of dollars of AMD’s latest AI server chips, boosting the chipmaker’s challenge to Nvidia. "}],[{"start":28.549999999999997,"text":"The deal will add 2 gigawatts of computing capacity to Anthropic’s platform, with the first gigawatt — equivalent to the power output of a single nuclear reactor — due to come online in the first half of next year. "}],[{"start":42.65,"text":"The transaction is the latest circular arrangement between a frontier AI company and a chipmaker, with both OpenAI and Anthropic enmeshed with suppliers via direct investments and supply contracts. "}],[{"start":56.05,"text":"“Access to compute is central to keeping Claude at the frontier and meeting demand from our customers,” said Tom Brown, co-founder and chief compute officer at Anthropic."}],[{"start":67,"text":"The deal adds AMD’s processors to Anthropic’s increasingly diverse portfolio of AI infrastructure, which also includes chips from Nvidia, Amazon and Google. The Wall Street Journal first reported the deal. "}],[{"start":80.15,"text":"AMD’s up to $5bn investment in Anthropic, announced by the semiconductor company on Wednesday, is dependent on meeting certain milestones. "}],[{"start":89.35000000000001,"text":"The deal comes as AI companies are racing to lock in computing capacity amid an industry-wide semiconductor shortage that has sent chip stocks surging in the past few months. AMD shares are up more than 140 per cent so far this year. "}],[{"start":103.65,"text":"OpenAI on Wednesday announced it had secured 3.2GW of power for a new data centre facility in the US state of Georgia, in a deal worth tens of billions of dollars. Bloomberg first reported the contract with Georgia Power company. The project is scheduled to come online between 2028 and 2032."}],[{"start":123.2,"text":"Anthropic has struck a series of major computing deals this year, including with Google, Broadcom and Amazon Web Services, giving the San Francisco-based company access to more than 10GW of new capacity as it aims to meet rising demand for its products. "}],[{"start":139.5,"text":"In May, Anthropic agreed to pay Elon Musk’s SpaceX $1.25bn a month to lease the rocket maker’s data centre space, in a deal that ties the fortunes of the two competitors together. "}],[{"start":151.85,"text":"It marks a turnaround for Anthropic chief Dario Amodei, who late last year took aim at competitors who were spending aggressively to secure a supply of computing power ahead of actual demand. “I think there are some players who are ‘YOLO’-ing, who pull the risk dial too far,” he said."}],[{"start":169.2,"text":"Despite the frantic pace of build-out, data centre construction in the US and elsewhere is increasingly confronted with opposition from local communities. "}],[{"start":179.04999999999998,"text":"OpenAI said it would pay hundreds of millions of dollars in state and local taxes related to the Georgia project and invest $80mn in “community benefits”, including support for local schools and healthcare. "}],[{"start":198.25,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1784904847_2324.mp3"}