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$AMD

BULLISH2026-08-22
Price around the call
↑ 2026-08-22
By horizonMaturing · ~9 trading days to go
1d
✓ +4.6%
5d
✓ +2.6%
21d
…
Original post
Mike · 2026-08-22

$AMD @AnthropicAI | Detail in 2GW Deployment✍️ Lots of misinformations out there. TLDR: @AMD will try to deliver the 1GW in 2027 to Anthropic. We will probably get more update in Q4. Here is the detail of the first GW deployment detail! Stacy, Analyst: Thank you, guys. I appreciate it. I had a question on the Helios ramp. Lisa, just from your comments, I just wanted to clarify. It really sounded like it was getting going in Q4 rather than Q3, and it doesn’t fundamentally matter to me which side of the line it lands on, I just want to make sure that I understand that properly. I just wanted to ask about Anthropic. You talked about 2 gigawatts. The start of the first gigawatt, I guess, ramping in the first half. Do you guys expect, of 2027, do you expect to get that first full gigawatt i

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