Co-Design and Equity Investment: Micron and Anthropic Forge a Win-Win Partnership
Market Responds Positively
Micron Shares Surge Over 6%
U.S. memory semiconductor company Micron Technology and artificial intelligence (AI) startup Anthropic have established a strategic partnership that spans technology development, product supply, enterprise AI adoption, and equity investment. The market responded enthusiastically, with Micron's share price surging by more than 6%.
On June 22 (local time), Micron announced that it had signed a strategic agreement with Anthropic covering the co-design of memory and storage AI architectures, product supply, and the adoption of Anthropic's in-house AI model, Claude. The two companies will jointly analyze how memory products such as high bandwidth memory (HBM), DRAM, and SSDs are utilized in AI infrastructure and will collaborate to improve performance and power efficiency.
This partnership goes beyond a simple supply contract. Micron participated in Anthropic's latest funding round, Series H, while Anthropic agreed to secure a long-term supply of HBM, DRAM, and SSD products from Micron. At the same time, Micron is deploying Anthropic's generative AI model Claude internally to support software development and engineering work.
Notably, this agreement comes at a time when Anthropic is accelerating its efforts to build its own AI infrastructure. According to IT news outlet The Information, Anthropic recently signed letters of intent with U.S. data center developers to lease over 1 GW of facilities and is pursuing the goal of securing 10 GW of in-house computing capacity in the coming years.
Industry observers view this deal as a strategic bet on Anthropic's growth, rather than merely a move to secure a new customer. Previously, Samsung Electronics and SK hynix also participated in Anthropic's Series H round as strategic infrastructure partners. Now, all three major memory companies are involved in Anthropic's AI infrastructure expansion.
Following the announcement, Micron's share price rose 6.8%. U.S. business media outlet MarketWatch predicted that this long-term supply contract and investment participation would strengthen Micron's position within the AI infrastructure market.
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Investors are now turning their attention to earnings. Micron is set to announce its fiscal third-quarter results after the market closes on June 24 (early morning June 25, Korea Standard Time). In its previous earnings call in March, Micron projected third-quarter revenue of $33.5 billion and adjusted earnings per share (EPS) of $19.15. According to U.S. business media outlet Investor's Business Daily (IBD), citing recent FactSet data, the consensus estimate for Micron's third-quarter revenue stands at $35.75 billion, with an EPS consensus of $20.76. However, market watchers consider the key variable to be whether the company will raise its quarterly guidance, rather than the results themselves.
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