U.S. memory semiconductor corporations Micron Technology signed a strategic agreement with Anthropic to expand next-generation artificial intelligence (AI) infrastructure. They will optimize Micron's memory and storage products for Anthropic's AI infrastructure and introduce Anthropic's AI model "Claude" into Micron's operations.
Micron said on the 22nd (local time) that it signed an agreement with Anthropic covering memory- and storage-based AI architecture design, product supply, in-house deployment of Claude, and strategic investment. The two companies decided to collaborate from the memory and storage stages, as demand for cutting-edge AI models directly affects how data center infrastructure is designed, supplied and deployed.
Under the agreement, Micron and Anthropic will jointly analyze how high bandwidth memory (HBM), DRAM and solid-state drives (SSD) operate in AI training and inference environments. The two companies plan to check the performance of memory and storage subsystems under various workloads and examine interactions with the overall infrastructure.
Micron expects the collaboration to improve the performance, power efficiency and token cost-effectiveness of Anthropic's AI infrastructure. A token is the basic unit an AI model uses to process sentences. If token cost-effectiveness improves, more AI computation can be handled with the same expense and power.
The two companies also signed a supply contract for Micron's data center memory and storage product lineup. They did not disclose the specific supply scale or quantities by product. Micron said the deal will serve as a foundation to support Anthropic's long-term compute infrastructure expansion plans.
Micron is also applying Claude to its own operations. The company said it deployed the Claude model to boost coding productivity and expand use cases for agentic AI across engineering, manufacturing and corporations operations. Agentic AI refers to AI that can plan and carry out multiple steps on its own without being instructed at every turn.
Micron also joined Anthropic's Series H fundraising round as a strategic investor. It did not disclose the investment amount or terms. Micron appears to be seeking to broaden customer touchpoints in the next-generation AI infrastructure market by pursuing technology collaboration, product supply and equity investment together.
Sumit Sadana, Micron's executive vice president and chief business officer (CBO), said, "The AI revolution has permanently elevated the role of memory and storage from the data center to the edge," adding, "Our strategic collaboration with Anthropic will combine our strengths to innovate and scale next-generation AI infrastructure."
Tom Brown, Anthropic's co-founder and chief compute officer (CCO), said, "Memory and storage determine how efficiently we can train and serve Claude," and added, "Through our collaboration with Micron, we can optimize systems and secure the necessary supply."
Anthropic earlier said that Samsung Electronics and SK hynix would also join the Series H investment round as strategic infrastructure partners. As AI models grow, HBM, DRAM and SSDs are emerging as key components that determine data center performance and expense, leading to the view that the bargaining power of memory corporations is also rising.