TSMC (TSM.US) personally invests in AI: spends $1 billion to acquire shares in Anthropic and OpenAI, entering the trillion-dollar IPO high-stakes arena

According to Jinse Finance APP, TSMC (TSM.US) plans to invest up to $1 billion in total in leading AI developers Anthropic and OpenAI, highlighting the chipmaker's confidence in the long-term demand for AI technology—even as concerns over surging AI spending continue to grow.

The company is seeking to benefit from two approaches: not only supplying AI infrastructure, but also obtaining a share of profits by holding stakes in the industry's most influential developers.

On Tuesday, the TSMC board approved a plan to subscribe for up to $500 million worth of Anthropic stock at its IPO issue price, and also plans to purchase up to $500 million in OpenAI preferred shares.

This move comes as, according to documents submitted to the U.S. Securities and Exchange Commission (SEC) on Tuesday, the base offering seeks to raise up to $64.4 billion, with a per-share price range of $70 to $78. Of this, the company will issue 801.4 million shares and existing shareholders will sell 23.6 million shares. The documents show that the offering also includes a private placement raising a total of $26 billion, with subscribers including, in addition to TSMC, AMD (AMD.US), Broadcom (AVGO.US), Google (GOOGL.US), Micron Technology (MU.US), Microsoft (MSFT.US), and NVIDIA (NVDA.US).

The Claude developer has also separately raised $26 billion through a private financing supported by investors, with participants including Google's parent company Alphabet, NVIDIA, AMD, and Microsoft.

TSMC is the world's largest chip foundry and a key supplier to leading AI companies such as NVIDIA. NVIDIA's expensive graphics processing units (GPUs) power many of today's AI models.

Last month, TSMC set a profit record for the sixth consecutive quarter and stated that demand for AI-related chips remains "extremely strong," even though its outlook for 2027 has become more cautious.

The company expects full-year revenue to grow approximately 44% year-on-year in 2026, noting that demand continues to exceed its manufacturing capacity.

TSMC is also expanding production, including investing $26.5 billion in building manufacturing facilities in Arizona and evaluating potential projects in Texas.