Join The Club
Just in case you thought AI infrastructure investment was running out of steam, AMD has put a substantial number of chips on the table.
The company today announced more than $10 billion worth of investments across the Taiwan semiconductor and AI ecosystem, with the goal being to "expand strategic partnerships and scale advanced packaging facilities" for AI infrastructure.
As opposed to fantasy power and cooling constraints, which seem to be de rigeur in many AI data center circles right now. Anyway, this new investment package is designed to support the deployment of AMD's Helios rack-scale platform in the second half of this year.
The company also announced that itself and TSMC have "hit another major production milestone" with Venice Epyc CPUs ramping on TSMC 2nm technology in Taiwan. The red team said that it has future plans to ramp up production at TSMC's Arizona fab, too.
Today, we announced more than $10B in investment across Taiwan’s ecosystem to scale advanced packaging and accelerate next-gen AI infrastructure, from 6th Gen EPYC CPUs codenamed “Venice” to our Helios rack-scale platform including Instinct MI450X GPUs, with multi-gigawatt… pic.twitter.com/3bes9dXNZ5May 21, 2026
AMD certainly isn't sitting on its hands here, as a $10 billion investment into the development of Taiwan's chip production capabilities is no small change, even for a company with a market cap over $720 billion.
"By combining silicon innovation with a robust global ecosystem, AMD is enabling customers to accelerate deployment of the next generation of AI systems," says the company. Well, if in doubt, spend some money, that's what I always say.
1. Best overall: AMD Radeon RX 9070
2. Best value: AMD Radeon RX 9060 XT 16 GB
3. Best budget: Nvidia RTX 5050
4. Best mid-range: AMD Radeon RX 9070 XT
5. Best high-end: Nvidia GeForce RTX 5090
