Hardware & InferenceBusiness & Market 🇺🇸 23.07.2026 23:47

AMD challenges Nvidia with new Helios rack-scale AI system

NVIDIANVIDIA
AMD has announced Helios, a rack-scale AI system designed to compete with Nvidia's offerings. The system is set to ship later this year and has already attracted customers including Microsoft, OpenAI, Meta, Oracle, and Anthropic. AMD claims Helios outperforms Nvidia's Vera Rubin on several metrics.
At its Advancing AI conference in San Francisco, AMD CEO Lisa Su unveiled Helios, a rack-scale AI system aimed at competing with Nvidia's Vera Rubin and Grace Blackwell systems. Helios combines multiple processors into a single high-powered unit for data centers, targeting the training and deployment of large AI models. AMD claims Helios is the 'highest-performance AI rack' and beats Nvidia's Vera Rubin on several metrics. The system already has notable customers: Microsoft plans to expand its Azure infrastructure with Helios, Anthropic and AMD announced a partnership to deploy up to two gigawatts of GPUs, and OpenAI, Meta, and Oracle have also committed to using the system. Additionally, AMD introduced the Venice-X CPU, designed for high-computing workloads in data centers, expected to launch in 2027. Su forecasted that the AI accelerator market could reach $1.4 trillion by 2030, with GPUs expected to make up the majority of that market.
Сокращения
CPU = Central Processing Unit — Центральный процессор
GPU = Graphics Processing Unit — Графический процессор
CES = Consumer Electronics Show — Выставка потребительской электроники
Source: TechCrunch AI — original
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