00:00 Speaker A
getting lost in the sauce a little bit. Is this new deal with Anthropic? You’re investing $5 billion into this company. Now, you had, you gave warrants to to Meta, you gave warrants to Open AI. Why that that change here with Anthropic? Why invest $5 billion in them?
00:20 Speaker B
Well, uh first of all, Brian, I have to say, I’m thrilled with our new partnership with Anthropic. I mean, there’s no question that um, you know, they are, you know, one of the leaders in frontier AI models and being able to work hand-in-hand with their engineers is um, you know, really a wonderful thing. Um, the fact is, you know, MI 450 and Helios is a fantastic product. Uh we’re excited to be uh ramping with them at scale up to 2 gigawatts. And think about it as every relationship is different, right? We believe in Anthropic. Um, we are uh very happy uh to be making a strategic investment of up to 5 billion as we work uh together. And, you know, this is um one of the things about the AI ecosystem is uh we are all in this together. So, it’s hardware, software, models, uh bringing it together in data centers, ensuring that uh we are um really tracking those things together and and so that’s exactly what we’re doing with Anthropic. It’s really aligning our strategic interests with their interests. And, you know, to your broader question, um, you know, we’re thrilled with our overall partnerships um across the board. When you look at Open AI, when you look at meta, um these are the top AI companies in the world that are choosing AMD. Uh yes, because of the technology, but also because they believe in our long-term road map and the ability to collaborate and work together to solve the biggest problems in AI compute going forward.
01:34 Speaker A
Is there any concern that everyone in tech is so intertwined?
01:41 Speaker B
I think it’s always been like that, right? I mean, I think it’s an ecosystem where we’re working on this together and in some sense, um, I think we are uh probably more aligned than we’ve ever been, uh which is actually a really good thing. When I say aligned, it’s because these are such large investments over time, the more we know about um what our customers need, the better prepared we we can be for uh for that moment. So, I think that’s what, um, the the AI world is such that um you need every part of the ecosystem to come together. And and so the fact that the ecosystem is intertwined is the way it should be and um it’s actually going to make us more efficient long-term.