AMD partnered with Anthropic to optimize ROCm for Claude, backing Anthropic with up to $5B and supporting deployment of up to 2 GW Helios capacity; initial tests show ROCm performance gains versus CUDA. Helios AI racks are ramping with multi-gigawatt customer commitments, with initial deliveries due this quarter; the racks use MI450 GPUs optimized for efficient, higher-memory inference workloads. Following AMD’s results and AI update, analysts raised price targets to $625 and $700, citing expected AI-driven and data-center growth, while one firm kept a Neutral rating. AMD also joined a $1.1B funding round for River AI, an Open AI Stack developer, with lead investors General Catalyst and AMP PBC; NVIDIA and others also participated.