AMD Bets on Anthropic

The Signal · 2026-07-23

Another chipmaker is buying into the AI race. AMD has committed up to five billion dollars to Anthropic, and will help expand the startup's computing capacity. It's a supply-side alliance in the fight over frontier model demand.

Also today: Alphabet's capital spending has doubled from a year ago. Its earnings become the first real test of investor patience with record AI outlays.

Republican Senator Roger Marshall says Kansas voters are on fire against AI data centers, over their land and power demands.

That's today's Signal. Thanks for watching.