tech
AMD Takes on Nvidia with its Helios AI Rack-Scale System
AMD is challenging its chipmaker rival with a new rack-scale system that will start shipping to customers later this year.
TL;DR
- AMD has launched the Helios AI rack-scale system to compete with Nvidia in the AI hardware market.
- Helios is designed for data centers to train and run large-scale AI models.
- Key customers for Helios include Microsoft, OpenAI, Meta, Oracle, and Anthropic.
- Microsoft will expand its Azure infrastructure with Helios, and Anthropic is partnering with AMD for GPU deployment.
- AMD also introduced the Venice-X CPU, aimed at data centers and high-computing workloads, with a 2027 launch date.
- AMD projects the AI accelerator market to reach $1.4 trillion by 2030, with GPUs dominating this sector.
- The increased demand for AI chips is attributed to the rise of agentic AI, which requires significant computational power.