{"id":541636,"date":"2026-07-24T08:13:14","date_gmt":"2026-07-24T08:13:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/541636\/"},"modified":"2026-07-24T08:13:14","modified_gmt":"2026-07-24T08:13:14","slug":"amd-takes-on-nvidia-with-its-helios-ai-rack-scale-system","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/541636\/","title":{"rendered":"AMD takes on Nvidia with its Helios AI rack-scale system"},"content":{"rendered":"

Chipmaker AMD is taking aim at competitor Nvidia with its latest hardware release: a rack-scale system designed to power computing needs of the world\u2019s largest AI labs.<\/p>\n

At the company\u2019s sold-out Advancing AI conference in San Francisco on Thursday, AMD Chair and CEO Dr. Lisa Su promoted the new AI rack system known as Helios \u2014 along with its growing list of customers, including Microsoft \u2014 as the company prepares to ship it later this year. Su also pitched the company\u2019s newest chips that are designed to feed the compute-hungry dragon that is the AI industry.<\/p>\n

Rack systems combine many processors into a single high-powered unit<\/a>. They are built for data centers, where they train and run AI models and other compute-intensive workloads.<\/p>\n

Su called Helios the tech industry\u2019s \u201chighest-performance AI rack,\u201d adding that it was \u201cbuilt to train and run the most demanding frontier models in the world at massive scale.\u201d The system will be deployed by leading AI companies at gigawatt-scale, the company said.<\/p>\n

Nvidia has historically dominated this market with its Vera Rubin and Grace Blackwell<\/a> rack-scale systems. AMD is clearly looking to get in on the action. And Helios\u2019 performance metrics appear to give it a real chance, beating out Vera Rubin by a number of metrics, The Register reported<\/a>.<\/p>\n

Helios, which was revealed in 2025 and shown onstage<\/a> in January at CES 2026, already has several well-known customers, including OpenAI, Meta, Oracle, Anthropic, and Microsoft, all of which have plans to deploy<\/a> the system. Microsoft CEO Satya Nadella said Monday<\/a> that the company would expand its Azure infrastructure with Helios. Meanwhile, Anthropic and AMD announced a strategic partnership<\/a> Wednesday to deploy up to two gigawatts of GPUs via the new rack system.<\/p>\n

AMD also introduced<\/a> Thursday its Venice-X CPU, which is designed for data centers and to handle high-computing workloads. The Venice-X is expected to launch in 2027.<\/p>\n

During her remarks, Su commented on the trajectory of the chip industry, claiming that, by the year 2030, chips that power AI will become a massive part of the overall computing market. This is because the industry is \u201cseeing a step change in compute demand\u201d driven largely by the rise of agentic AI, she said.<\/p>\n

\u201cWhen you ask the agent to do something, it actually has dozens of steps, and it has to reason, and it has to call tools, and it has to access data, and it has to keep doing it over and over until it solves the problem, and so you need lots of GPUs to do all that,\u201d the executive said. <\/p>\n

\u201cWe\u2019re now expecting that by 2030, the AI accelerator market is going to reach about $1.4 trillion,\u201d Su said. \u201cWhat that means is, by the end of the decade, the AI accelerator market is going to approach the size of the entire semiconductor market today.\u201d<\/p>\n

\u201cWe do expect that GPUs are going to make up the vast majority of that market because the algorithms are still very much in their infancy, and we\u2019re still continuing to see the workloads change, and that favors programmability in the overall silicon ecosystem,\u201d she added. <\/p>\n

When you purchase through links in our articles, we may earn a small commission<\/a>. This doesn\u2019t affect our editorial independence.<\/p>\n","protected":false},"excerpt":{"rendered":"Chipmaker AMD is taking aim at competitor Nvidia with its latest hardware release: a rack-scale system designed to…\n","protected":false},"author":2,"featured_media":541637,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,7606,6166,363,364,111,139,69,620,145],"class_list":["post-541636","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-amd","tag-anthropic","tag-artificial-intelligence","tag-artificialintelligence","tag-new-zealand","tag-newzealand","tag-nz","tag-openai","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/541636","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=541636"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/541636\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/541637"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=541636"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=541636"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=541636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}