Wedbush Flags Surprise AMD Catalyst From Anthropic

Analyst
โดย GuruFocus·US·Read original
Summary · why it matters

Wedbush analyst Matt Bryson says a reported 191-megawatt data center agreement between Anthropic and Riot Platforms reinforces the durability of AI spending and could prove particularly positive for Advanced Micro Devices. Riot Platforms, historically a Bitcoin miner, announced a 20-year deal this week to provide 191 megawatts of capacity to a leading frontier AI company reported to be Anthropic, with 96 megawatts expected by December 2027 and the remainder by June 2028. Bryson noted that Riot has now leased 241 megawatts in total, having already delivered 25 megawatts to AMD with another 25 megawatts under construction, and sees continued data center build-outs as a sign of durable AI demand with positive implications for the broader hardware universe. The AMD angle is notable because Anthropic and AMD already announced a much larger strategic partnership in July, under which Anthropic plans to deploy up to 2 gigawatts of AMD Instinct MI450-series GPUs, with the first gigawatt scheduled to begin deployment in the first half of 2027. AMD's data center revenue reached 6.7 billion dollars in the second quarter, up 107 percent year over year, and the company expects third-quarter revenue of about 13 billion dollars, plus or minus 300 million dollars.

Impact on stocks 2

Digital Finance & Tokenization▲ · 1 stocks
Riot Platforms, Inc.
RIOT
▲ PositiveDemandrelevance

Riot's 20-year, 191MW data center lease with Anthropic expands its AI infrastructure business, adding to its 241MW total leased capacity.

Artificial Intelligence▲ · 1 stocks
Advanced Micro Devices Inc
AMD
▲ PositiveDemandrelevance

Anthropic's reported 191MW deal with Riot and existing 2GW AMD GPU partnership signal durable AI demand for AMD's data center products.

Theme Impact 6

Off-coverage companies 2

AnthropicPrivate▲ Positive
Demandrelevance

Anthropic's reported 191MW lease and 2GW AMD GPU deployment plan underscore its aggressive AI infrastructure expansion.

Wedbush Inc.Private± Mixed
relevance

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