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AMD ships Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer
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After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence, called Helios, to a growing list of customers that now includes Microsoft.
Key facts
- While AMD wouldn't comment on cost, the Futurum Group estimates Helios will cost between $5 million and $5.5 million
- In February, Meta announced it'll use up to 6 gigawatts of AMD GPUs over time, starting with 1 gigawatt deployed on Helios racks later this year
- The reporter thinks there's a serious case in which AMD does great and can get to 20% and 25%
- In 2023, Microsoft was also the first to adopt AMD's MI300X graphics processing unit, or GPU, that rivaled Nvidia's AI chips
Summary
It's the first rival to Nvidia 's wildly popular Grace Blackwell and Vera Rubin systems, and is aiming to give the world's most valuable chipmaker its first real competition in years. Microsoft announced Monday it will use the Helios system in its data centers, joining Meta, OpenAI, Oracle and others in a race to grab as much compute as possible. AMD will begin shipping to customers, including Microsoft, later this year. Details about financial terms or the amount of compute capacity weren't disclosed.