AMD concluded a large contract with the AI firm Anthropic, United Daily News and the Liberty Times reported, with Taiwanese outlets adding that AMD is weighing an investment in Anthropic of up to $5 billion.

Nvidia has held an overwhelming share of the accelerator market used for AI training and inference. A major AI company moving to diversify suppliers reads as a signal that the market's structure could change.

For AI firms, dependence on a single supplier is a burden both for bargaining power and supply stability, making multiple sources a central cost-management task.

Switching hardware runs into the software ecosystem, however. Development tools and optimized libraries have accumulated around one vendor, so an actual migration costs time and money.

Taiwan's chip industry feels the ripples too. Taiwanese companies are deeply involved in foundry work, packaging and server assembly, so order flows move with the deal.

The larger AI investment grows, the larger the problems of power, cooling and data-center sites become. Analysts note the decisive ground in the chip contest is expanding beyond semiconductors.