AI BriefingAMD's Helios
Key point
AMD will ship its first rack-scale AI system, Helios, this year, with Microsoft, Meta, OpenAI, Oracle, and others confirming adoption.
Details
AMD Helios is AMD's first rack-scale AI system, its first product to compete with Nvidia's Grace Blackwell and Vera Rubin systems. It is set to ship later this year, with Microsoft joining as a new adopter.
Microsoft plans to deploy Helios in its Azure data centers, using it for frontier model inference, Azure AI services, agentic AI, and compute instances for chip design. Two new compute instance types based on AMD's latest CPU, "Venice," will also be introduced alongside it.
Existing customers include Meta (a GPU deal of up to 6GW, with 1GW to be deployed first as Helios racks), OpenAI, Oracle, and companies in India. AMD stated that 8 of the top 10 AI companies are using its Instinct GPUs.
On the day of the Helios announcement, AMD's stock rose more than 4%, and Microsoft's stock also rose more than 1%.
This summary was generated automatically by AI. Check the original for the author's claims and context. Copyright belongs to the original author.
Our guide explains how the AI works. Report summary errors, attribution issues, or removal requests via Contact.
Related
NVIDIA Expands AI Infrastructure Financing Guarantees... Strengthening Role as 'Central Bank of AI'Finnish AI Cloud Startup Verda Raises $189 Million in Series B
NVIDIA Releases Open-Source LLM Router 'Switchyard'… Up to 30% Cost Savings Compared to Opus