AMD discusses MI500 and MI600 with customers… Meta design collaboration also reflected in next generation

AMD said it is discussing its next-generation MI500 and MI600 AI accelerators with major customers, including Anthropic, though CEO Lisa Su noted these talks are at the product-planning stage rather than confirmed purchase contracts or fixed supply volumes. Speaking at a July 23 investor call, Su said customer feedback on the MI500 design direction has been positive and that AMD is debating how workloads will shift starting with the MI600. The disclosure matters because it signals a potential multi-generation roadmap beyond the MI450 for AMD's AI chip line and hints at deeper ties with large AI labs. Investors will watch whether these discussions convert into firm orders and whether Anthropic extends its MI450 collaboration to successor parts, with contract terms varying by customer.