AMD has announced a significant investment of up to £2 billion ($2.5 billion) in the UK's AI infrastructure over the next five years. This initiative, revealed by CEO Lisa Su at London Tech Week, aims to enhance national supercomputing capabilities and foster university research collaborations. In a groundbreaking move, AMD is collaborating with Oriole Networks, a startup from University College London, to deploy the world's first large-scale all-photonic network AI system. This project, part of the UK government's £50 million ARIA Inference Scaling Lab initiative, will integrate Oriole's PRISM photonic networking platform with AMD's Instinct GPUs and EPYC CPUs. The system is designed to eliminate electronic switches from the network core, reducing energy consumption by 81% and decreasing GPU idle time from 60% to under 1%.