Micron, Anthropic Sign AI Infrastructure Supply Deal

Tom Brown, Anthropic's co-founder and chief compute officer, emphasized the centrality of memory and storage to their compute strategy, stating their efficiency in training and serving Claude models depends on these components. Anthropic has recently secured several major agreements to bolster its computing capacity, including deals with CoreWeave, Broadcom, and SpaceX.

Micron, a key provider of high-bandwidth memory, will collaborate with Anthropic to analyze the performance of memory and storage systems across various AI workloads and their integration with the broader infrastructure. The memory chipmaker has already begun utilizing Claude models internally for tasks such as coding and agentic use cases in engineering, manufacturing, and enterprise functions, with plans to expand these applications.

Financial details regarding the supply agreement and Micron's investment in Anthropic were not disclosed. Anthropic, known for its AI assistant Claude Code, confirmed on June 1 that it had confidentially filed for a U.S. initial public offering, following its Series H funding round that valued the company at $965 billion.