AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet

## Episode Summary In this episode, we cover: - **AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet** (wccftech) - [Read more](https://wccftech.com/amd-lands-anthropic-in-2gw-instinct-mi450-deal-backing-it-with-a-5-billion-equity-bet/) - **Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramatically reduce cost at the expense of versatility** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/meta-to-use-custom-amd-instinct-mi400-accelerators-with-144gb-of-hbm4-for-select-workloads-report-claims-could-dramatically-reduce-cost-at-the-expense-of-versatility) - **Cerebras' Wafer-Sized AI Chip 58 Times Larger, 15 Times Faster Than GPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxOVzZ5NlRXcWl0c3hhZlVPajRuZDl1NkJXTFJsN0hZcTNWY1p5RjhiUkw3RHFvdzJ2LV9FV2VfMzVFWXRPY295VC16eUYwOHdyWFpidmxRWlJHWHJZMXVvbjc1QTBndTVJMUxRR0VUeEFBZEgwUk1mNzV0WFcybG1QX1dYeTRMMm5z?oc=5) - **SpaceX’s Orbital AI Compute Can Reach $6.5 Per Watt Per Year By 2031, Which Is Cheaper Than NVIDIA Blackwell-Based Terrestrial Data Centers** (wccftech) - [Read more](https://wccftech.com/spacexs-orbital-ai-compute-can-reach-6-5-per-watt-per-year-by-2031-which-is-cheaper-than-nvidia-blackwell-based-terrestrial-data-centers/) - **Nvidia, AMD Move Beyond AI Chips to Full-Scale 'Data Center' Supply Competition - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE10enh6ODYtUjlCRklyYkp4ZnJqNjRZRlZVX0labGRDaFB0V2E2VS1tOE15YVpybF9nYk5BNGlUek0xYUxHN2FPMVl1c2VpbzY2NUNfUTV1a1B5OEpIOElBUDh3OXFUSVJ1QzBsZmJCdGpGN1o1dEE?oc=5) --- *Sponsored by LimitLess AI*