Notable Detail: AMD-Anthropic Order Delivery Set for 2027

I noticed an interesting detail: the delivery time for this order signed between AMD and Anthropic is set for 2027. Not this year, not next year, but four years from now. Sources from The Wall Street Journal revealed that starting in the first half of 2027, Anthropic will procure up to 2GW of AMD's latest generation chips, the Instinct MI450. What does 2GW mean? Based on average industry power consumption, it roughly equals the total electrical load required for 200,000 to 300,000 GPU cards running continuously. This isn't just procurement; it's almost like "booking a data center-level compute factory."