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AMD将向Anthropic投资至多50亿美元，双方签订AI芯片供应协议_我的网站

A |     当地时间7月22日，芯片厂商AMD宣布与大模型厂商Anthropic达成战略合作。Anthropic将在AMD Helios机架级解决方案中部署至多2吉瓦的AMD MI450系列GPU，首个吉瓦的部署将于2027年上半年开始。    

    A 120-hour forecast track probability map for Typhoon Dolphin from 5 pm on August 7 to 5 pm on August 12. Photo: National Meteorological CenterMultiple national departments and local authorities have activated emergency response measures as Typhoon Dolphin, the 13th typhoon of 2026, approaches China's eastern coast, in an effort to safeguard people's lives and property.
China's National Meteorological Center (NMC) continued to issue a yellow alert for Typhoon Dolphin at 6 pm on Friday. As of 5 pm, the center of the typhoon was about 730 kilometers east of Wenzhou of East China's Zhejiang Province. It was packing maximum sustained winds of 48 meters per second (Level 15) near its center, with a minimum central pressure of 940 hectopascals. According to the NMC's tropical cyclone classification, Dolphin is classified as a severe typhoon.
Dolphin is expected to move westward at a speed of about 15 kilometers per hour while continuing to intensify. It is forecast to enter the East China Sea on Friday night and make landfall along the coast from Zhejiang Province to northern Fujian Province between Sunday afternoon and Monday morning. After landfall, it is expected to move west-northwestward and gradually weaken, according to the NMC's forecast.
At 6 pm on Friday night, China's Ministry of Water Resources launched a Level IV emergency flood response for Shanghai and the provinces of Jiangsu, Zhejiang, Anhui, Fujian and Jiangxi. The Ministry of Natural Resources activated a Level III marine disaster emergency response for Zhejiang, a level IV response for Shanghai, Jiangsu, and Fujian, and convened a meeting on Friday to coordinate marine and geological disaster prevention and response efforts for Typhoon Dolphin, making comprehensive arrangements for disaster preparedness, the Xinhua News Agency reported on Friday, citing the two ministries.
Coastal provinces have been stepping up preparations as Typhoon Dolphin approaches. According to Xinhua, authorities in Zhejiang Province upgraded emergency responses for Typhoon Dolphin from Level IV to Level III at noon on Friday. Fujian Province also upgraded its emergency response to Level III, according to provincial authorities. 
Typhoon Dolphin is expected to bring strong winds and heavy rainfall to parts of eastern China. According to Xinhua, from Friday to Tuesday, Zhejiang, Fujian, Jiangxi, Jiangsu, Shanghai and Anhui are forecast to receive heavy to torrential rain, raising the risk of flooding in major river basins and smaller rivers. Fujian authorities have also suspended some ferry and passenger transport services and closed tourist attractions in parts of the province as a precaution.
Xu Yinglong, chief forecaster at the NMC, said Typhoon Dolphin is currently being influenced by a combination of the subtropical high, the westerly trough-ridge system and multiple tropical systems, leaving some uncertainty over its track after landfall. Tropical disturbances over the Beibu Gulf and the western Pacific could also affect Dolphin's development and path, according to the official WeChat account of the China Meteorological Administration. 
As Dolphin approaches China's eastern coast, impacts from wind and rain are expected to intensify. Xu said the typhoon could bring stronger localized winds than Typhoon Bavi, the ninth typhoon of this year, while producing heavier and more widespread rainfall, with some areas likely to experience extreme precipitation.
From Friday to Saturday afternoon, waves of 7 to 13 meters are forecast in the East China Sea, while waves of 4 to 6.5 meters are expected in the coastal waters off Zhejiang. The coastal waters off Shanghai and northern Fujian are forecast to see waves of 3 to 4.5 meters. Meanwhile, storm surges of 50 to 120 centimeters are expected along the coast from the Yangtze River estuary to Fuzhou in Fujian Province from Friday afternoon to Saturday afternoon, the Global Times learned from the National Marine Environmental Forecasting Center.
Global Times 
。         在Anthropic现已使用的AMD Instinct MI355X GPU的基础上，Anthropic将部署的AMD Helios机架级解决方案包括AMD Instinct MI450系列中的MI455X GPU，以及AMD EPYC Venice CPU、Pensando网络和ROCm（计算软件栈）。         两家公司的合作内容还包括，AMD将使用Anthropic旗下的模型Claude来优化AMD Instinct GPU的工作负载，并加速AMD ROCm的开发，AMD将在其工程和产品开发团队中广泛使用Claude。         与此同时，AMD承诺向Anthropic进行至多50亿美元的战略股权投资。

B |          AMD CEO苏姿丰表示，此次合作把Anthropic在前沿AI领域的领导地位与AMD的高性能计算实力结合在一起，将共同加速人工智能的大规模采用，并推动Helios成为下一代人工智能基础设施的主要平台。         AMD此前与Meta的合作也涉及股权层面的绑定。

C | 今年2月，AMD宣布，Meta计划在未来五年内部署多达6吉瓦的AMD AI芯片，相关交易价值可能超过千亿美元。作为协议的一部分，AMD同意向Meta授予约等于公司股份10%的股权，Meta需要在AMD股价达到600美元时才能兑现最后一批股权。

D |          AMD近期着力推动旗下面向AI训练和推理的首个机架级系统Helios的部署。当地时间7月20日，AMD宣布与微软扩展合作伙伴关系，合作重点在于，微软Azure数据中心将部署AMD的Helios机架级系统。Helios将于2026年下半年向客户发货。除了微软和Anthropic，计划部署Helios的客户还包括Meta、OpenAI和甲骨文等。         AMD的竞争对手英伟达也在推动新一代计算平台Vera Rubin的部署。         英伟达近日透露，Vera CPU已于 6 月交付给客户，包括OpenAI、Anthropic和SpaceX。在当地时间7月21日发布的博客中，英伟达表示，Vera Rubin拥有覆盖全球30个国家、350个制造基地的供应链体系，是有史以来最大规模、最成熟的机架级供应链。英伟达还表示，Vera Rubin平台从芯片到架构都进行了优化，实现了每瓦最高性能和最低的token（词元）成本。

E |          (本文来自第一财经)。

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Published on:12:15:53