Micron Announces Deep Strategic Partnership With Anthropic, Secures Long-Term AI Memory Supply Deal

13    2026-06-23

June 22: Micron Technology (MU) officially unveiled a comprehensive strategic alliance with Anthropic, including a multi-year memory and storage supply agreement. Micron will provide HBM, DDR5 and enterprise SSDs with dedicated capacity to support Anthropic’s Claude model scaling. The two sides will co-design AI-native storage architectures; Micron also joins Anthropic’s Series H financing and deploys Claude across its internal operations. Amid global HBM shortages, the long-term contract locks hardware supply and cuts Anthropic’s compute costs. The news lifted Micron’s stock 6.8% to a new all-time high.

#Micron #Anthropic #HBM #AICompute #ChipSupplyChain

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