Anthropic 的 AI 助手 Claude 在仅一名工程师的参与下，于一个周末内独立完成了 AMD 新型 GPU MI355X 的适配和性能优化工作，无需人工代码修改1。这一进展标志着英伟达构建了 20 年的 CUDA 生态护城河面临直接挑战。
为支持 AI 模型的自主优化能力，AMD 推出了 ROCm.AI 工具集，其中包含 AMD Skills 知识库和 Hyperloom 推理服务1。这套工具使 AI Agent 能够自主调试 GPU 性能。在实际应用中，Hyperloom 将 MiniMax M3 的输出速度提升了 38%，并在一次测试中成功运行了 1.4 万个模型1。AMD 还改变了 GPU 芯片说明书的编写方式，提供机器可读的 ISA 指令集1，使 AI 模型能够更直接地理解硬件特性。
在部署规模方面，Anthropic 计划在 AMD Helios 系统中部署最高 2GW 的 Instinct GPU，首批 1GW 的部署预计于 2027 年上半年启动1。AMD 副总裁 Anush Elangovan 表示，这一方向的目标是让前沿模型"天生会说 AMD 编程"1。
Anthropic's Claude AI model has demonstrated a significant breakthrough by independently completing the adaptation and performance optimization of AMD's MI355X GPU over a single weekend, without requiring human engineers to modify code 1. This achievement marks a direct challenge to NVIDIA's two-decade-old CUDA ecosystem.
The optimization was accomplished with minimal human involvement, leveraging just one Anthropic engineer working alongside Claude 1. To support such autonomous GPU optimization, AMD has released the ROCm.AI toolset, which includes the AMD Skills knowledge base and Hyperloom inference service 1. These tools enable AI agents to self-debug GPU performance. According to AMD Vice President Anush Elangovan, the goal is to make cutting-edge models "speak AMD programming natively" 1.
The partnership extends beyond software optimization. Anthropic has committed to deploying up to 2 gigawatts of Instinct GPUs within AMD's Helios systems, with the first phase of 1 gigawatt scheduled to launch in the first half of 2027 1. Additionally, AMD has redesigned its GPU instruction set documentation to be machine-readable, enabling AI systems to directly interpret GPU specifications 1. Early results from the Hyperloom service show a 38% speed improvement in MiniMax M3 inference throughput during testing involving 14,000 models 1.
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