AMD positioned to capture AI accelerator market share with substantial commitment potential

ANTHROPIC'S S-1 SHOWS COMPUTE COMMITMENTS RUNNING ALL THE WAY TO 2045: • Broadcom TPU leases: ~$161.2B in rent • SpaceXAI: up to $120.5B for Nvidia Chips • Google: at least ~$114.5B • Amazon: $110.0B • Microsoft: at least $44.9B • Nscale: up to ~$44.6B • Lambda: ~$41.3B • AMD: no fixed amount; >$20B if it takes the full first tranche Plus ~$245B of payments under new and amended deals signed after June 30.