AMD Expected to Announce Anthropic Partnership and Update on AI Roadmap at Upcoming Event
Advanced Micro Devices (NASDAQ:AMD) is set to host its Advancing AI 2026 event in San Francisco, where Jefferies analysts anticipate AMD will raise its addressable market estimate for AI CPUs above $200 billion. The firm also expects details on the next-generation MI500 GPUs and potential new customer announcements, including a possible partnership with Anthropic.
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Topics: AI customer announcements GPU roadmap