AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (Katie Tarasov/CNBC)
AMD plans a rack-scale AI system aimed at Nvidia’s data-center dominance, with major AI labs and hyperscalers among expected customers.
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<a href="https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260720/i20.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/260720/p20#a260720p20" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Katie Tarasov / <a href="http://www.cnbc.com/">CNBC</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html">AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+</a></b></span> — After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence … </p>
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