Artificial Intelligence

AMD’s US$10 Billion Taiwan Expansion Signals a New Race for AI Infrastructure Scale

AI growth is increasingly becoming a manufacturing, packaging and deployment challenge — not just a computing one.

Updated

May 26, 2026 5:28 PM

Taipei 101 and Taipei Nan Shan Plaza, viewed from Elephant Mountain. PHOTO: UNSPLASH

As AI companies continue scaling larger models and data centers, the pressure is no longer falling only on chip design. Manufacturing capacity, advanced packaging and infrastructure deployment are becoming equally important parts of the AI race. AMD’s latest investment announcement reflects how quickly that shift is accelerating.

The US chipmaker announced plans to invest more than US$10 billion across Taiwan’s semiconductor and manufacturing ecosystem to support next-generation AI infrastructure. The investment focuses on expanding partnerships and increasing advanced packaging capacity needed for future AI systems.

The announcement highlights a growing reality across the AI industry. Building powerful AI chips is no longer enough on its own. Companies now also need the manufacturing networks, packaging technologies and supply chain coordination required to deploy AI infrastructure at global scale.

AMD’s investments center heavily around advanced chip packaging, an area becoming increasingly critical as AI systems demand higher performance and greater power efficiency. Traditional chip architectures are struggling to keep pace with the size and complexity of modern AI workloads. Advanced packaging helps connect processors, memory and computing systems more efficiently while managing power and cooling limitations inside large-scale AI environments.

The company said it is working with Taiwan-based partners including ASE, SPIL and PTI to develop next-generation packaging technologies for its upcoming 6th Gen AMD EPYC processors, codenamed “Venice.” AMD also said it had qualified what it described as the industry’s first 2.5D panel-based EFB interconnect technology alongside PTI.

At the center of the broader strategy is AMD Helios, the company’s rack-scale AI infrastructure platform scheduled for deployment beginning in the second half of 2026. The platform combines AMD Instinct MI450X GPUs, 6th Gen EPYC CPUs, networking systems and AMD’s ROCm software stack into integrated AI infrastructure systems designed for hyperscale deployment.

Rather than selling individual processors alone, companies are increasingly building complete AI infrastructure platforms that combine hardware, software, cooling systems and power management into unified deployments. That transition is reshaping how AI infrastructure is designed, manufactured and delivered.

Taiwan is also becoming more deeply embedded in that process. AMD’s investment spans not only semiconductor packaging companies but also manufacturing and system integration partners including Sanmina, Wiwynn, Wistron and Inventec. The partnerships reflect Taiwan’s growing role as one of the operational centers of the global AI infrastructure economy.

Dr. Lisa Su, Chair and CEO of AMD, said: “As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand. By combining AMD leadership in high-performance computing with the Taiwan ecosystem and our strategic global partners, we are enabling integrated, rack-scale AI infrastructure that helps customers accelerate deployment of next-generation AI systems”.

Power efficiency is becoming another major challenge shaping AI infrastructure decisions. As AI workloads consume more electricity and generate more heat, infrastructure providers are increasingly being forced to rethink cooling systems, interconnect technologies and deployment economics.

AMD’s announcement signals how the AI competition is evolving beyond model development and raw computing power. The next stage may depend just as heavily on who can manufacture, package and deploy AI infrastructure fast enough to support global demand.

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Artificial Intelligence

As AI Music Copyright Battles Grow, Companies Are Turning to Licensed Training Data

Sonilo and Shutterstock are betting that licensed training data could define the future of AI music.

Updated

May 13, 2026 3:39 PM

A human operating a digital turntable. PHOTO: UNSPLASH

As copyright disputes continue to grow around AI-generated music, Sonilo, the world’s first professionally licensed video-to-music AI platform, has partnered with Shutterstock to train its models on licensed music catalogs.

The agreement gives Sonilo access to Shutterstock’s music library for AI model training. According to the companies, it is Shutterstock’s first partnership with a video-to-music AI platform and the timing is significant. AI music companies are facing growing pressure over how their systems are trained. Artists and record labels have increasingly challenged the use of copyrighted music in AI datasets, especially when licensing agreements or compensation structures are unclear.

That tension has created a divide across the industry. Some companies have continued building models around scraped or disputed data. Others are trying to position licensing as part of the product itself.

Sonilo falls into the second group. The company says its models are trained only on licensed material where artists and rights holders have agreed to participate and receive compensation. The Shutterstock partnership strengthens that position while giving Sonilo access to a larger pool of commercially cleared music.

The collaboration also points to a broader change happening inside generative AI. As AI tools move into commercial production, companies are being pushed to show not just what their models can generate, but also where their training data comes from.

Sonilo’s platform is built around video rather than text prompts. The system analyses footage directly, studies pacing and emotional tone, then generates an original soundtrack to match the content. The company says this removes the need for manual music searches, syncing or editing workflows. The generated tracks are cleared for commercial use across social media, branded content and broadcast production.

Shawn Song, CEO of Sonilo, said: "Music has always been the last unsolved layer of video creation, and video has always carried its own soundtrack. We built Sonilo to hear it and compose from it, without a single text prompt. But how we build matters as much as what we build. While others have chosen to take artists' work without permission and charge creators for the privilege, we've chosen a different path—one where artists are compensated from day one. Partnering with Shutterstock reflects that standard. Every model we train meets a bar the music industry can stand behind, because the most innovative AI platforms don't have to come at the expense of the artists who make all of these possible."

For Shutterstock, the deal expands the company’s growing role in generative AI infrastructure. The company has increasingly focused on licensing content for AI systems across images, video and music.

Jessica April, Vice President of Data Licensing & AI Services at Shutterstock, said: "AI innovation depends on access to high-quality, rights-cleared content and trusted licensing partnerships. Sonilo's approach reflects the growing demand for responsibly sourced training data and commercially safe AI workflows. We're pleased to support companies building generative AI products with licensed content and scalable data solutions that help accelerate innovation while respecting creators and rights holders."

The partnership also comes as Sonilo expands into creator and developer ecosystems. Earlier this month, the company launched as a native node inside ComfyUI, an open-source AI workflow platform used by millions of creators. Sonilo also offers API access for integration into creator tools, video platforms, game engines and other AI systems.

As AI-generated music becomes more common across advertising, creator platforms and digital media, the industry’s focus is shifting beyond generation alone. Questions around licensing, ownership and compensation are increasingly shaping how AI music companies position themselves and build trust with creators.