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Advanced Micro Devices (AMD) announced a strategic partnership with AI startup Anthropic, involving the deployment of up to 2 gigawatts of AMD’s next-generation Instinct MI450 GPUs and a planned equity investment of up to $5 billion. The deal, reported on July 22, 2026, aims to expand Anthropic’s computing capacity for its Claude AI model, with first deliveries expected in early 2027. This partnership challenges Nvidia’s dominance in AI hardware and includes multi-year engineering collaboration.
Meta Platforms and AI lab Anthropic are in early discussions for a potential $10 billion deal over two years, where Anthropic would lease computing power from Meta. The deal would help Meta monetize its massive AI infrastructure investments and diversify beyond advertising, while Anthropic seeks to secure scarce Nvidia AI chips. Talks follow Anthropic’s similar agreement with SpaceX and Meta’s plans to enter cloud computing. Both companies can exit early, and terms may change.
New York Governor Kathy Hochul signed an executive order on July 14, 2026, imposing a one-year moratorium on new hyperscale data centers requiring over 50 megawatts of power. The first statewide ban of its kind in the U.S. aims to develop environmental regulations, address energy grid strain, rising utility costs, and resource depletion. Exemptions apply to hospitals and universities. The move reflects growing bipartisan opposition to AI infrastructure, with polls showing 71% of Americans oppose local data centers.
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