AMD's next-gen Instinct MI500 AI GPU to be fabbed on TSMC N2P process, goes head-on with NVIDIA

AMD teases its next-next-gen Instinct MI500 AI accelerator during its Advancing AI event, with the new AI chip to be mass-produced on TSMC's fresh new N2P process node, and going directly head-to-head with the current AI hardware leader: NVIDIA.

Back in April 2025, AMD announced its next-gen Zen 6-based EPYC "Venice" CPU would be the first HPC product made on TSMC's new 2nm process node technology, while the new EPYC "Venice" CPUs were officially unleashed yesterday at its Advancing AI event.

The company also teased its next-next-gen Zen 7-based EPYC "Verano" CPUs and next-next-gen Instinct MI500 series AI accelerators would be dropping in 2027. AMD's new Instinct MI500 series AI GPUs will be fabbed on TSMC's new N2P process node, and will be ready to fight NVIDIA's next-gen Rubin AI GPU chips that will be unleashed later this year, and enter mass-production in 2026.

AMD also teased its new Helios AI server rack that will directly fight NVIDIA's current GB200 NVL72 AI server, which will be powered by its next-gen Zen 6-based EPYC "Venice" CPU which is also made on TSMC's 2nm process tech, ready for HPC and AI.

The new EPYC Venice CPU rocks up to 256 cores and 512 threads of CPU performance, with supply chain analysts noting that the next-next-gen EPYC "Verano" CPUs to use the newer N2P process, while its next-next-gen Instinct MI500 series AI chips are expected to further advance its process node (TSMC N2P) effectively putting NVIDIA in a hardware-catching-up role.