SITUATION EXPLAINED: AMD and Anthropic just signed a major chips deal. • AMD committed to invest up to $5 billion in Anthropic • In return, Anthropic will deploy up to 2 gigawatts of AMD's next-gen Instinct MI450 Series GPUs, the first gigawatt coming online in the first half of 2027 • This builds on an existing relationship, Anthropic already runs AMD's current-gen MI355X GPUs • The chips ship inside AMD's new "Helios" rack-scale system, built to rival Nvidia's Vera Rubin NVL72, OpenAI and…