Micron shares rose about 4% to a new all-time high Monday after the memory chipmaker announced a broad strategic agreement with Anthropic aimed at scaling the infrastructure used to train and operate Claude.
The partnership covers the design of memory and storage architecture, a supply agreement, the deployment of Claude across Micron and a strategic investment in Anthropic’s Series H funding round.
Micron and Anthropic will work together to study how high bandwidth memory, DRAM and solid state drives perform across different artificial intelligence workloads.
The companies said the collaboration is intended to improve infrastructure performance, energy efficiency and token economics as Anthropic expands the computing capacity supporting Claude.
Anthropic cofounder and chief compute officer Tom Brown said memory and storage are central to how efficiently the company can train and serve its models.
“Partnering with Micron means we collaborate closely on optimizing these systems for our workloads and secure the supply we need,” Brown said.
The companies also entered into a memory and storage supply agreement covering Micron’s data center portfolio. The pact positions Micron to supply Anthropic as the artificial intelligence company expands its infrastructure over multiple years.
Micron has also deployed Claude across its engineering, manufacturing and enterprise operations. The company said the models are being used for coding and more advanced agentic applications.
The chipmaker also invested in Anthropic’s Series H round, further linking Micron’s financial interests to the artificial intelligence company’s growth. The size of the investment was not disclosed.
Micron shares traded near $1,192 Monday after climbing as high as $1,204 earlier in the session.
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