AMD to Showcase Helios Rack After $10B Taiwan AI Investment
AMD•AMD plans to unveil its Helios server rack at Computex Taipei June 2-5, after announcing a $10B-plus investment into Taiwan’s AI infrastructure. AMD shares have surged 118.3% year to date, bolstering bullish price predictions even as the company takes a more cautious China strategy.
1. Major Taiwan AI Infrastructure Investment
Advanced Micro Devices announced it will invest over $10 billion in Taiwan’s AI infrastructure ecosystem, aiming to enhance performance, efficiency and deployment speed for its data center products and fortify local supply chains ahead of Computex Taipei.
2. Upcoming Helios Server Rack Reveal
At Computex Taipei from June 2 to June 5 AMD is expected to showcase its Helios server rack, designed to directly compete with Nvidia’s NVL72 offering in high-performance data center workloads.
3. Stock Rally and China Market Strategy
AMD shares have climbed 118.3% year to date, supporting optimistic price targets, while the company pursues a more measured approach in China compared with competitors, prioritizing risk management over rapid market expansion.
