Micron and Anthropic announced a strategic deal today covering HBM co-design, a multi-year supply line, Claude deployment inside Micron, and a Series H investment from Micron. The supply line is the meaningful piece. HBM has been the binding constraint on frontier AI training for 18 months, and SK Hynix has carried most of Nvidia's biggest cloud customer demand. https://go.aintelligencehub.com/ma-micronanthropichbm26 #AI #HBM #AInfrastructure
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