AMD takes on Nvidia with its Helios AI rack-scale system
TechCrunch AI Lucas Ropek ● Covered by 8 sources
AMD unveiled Helios, a rack-scale system for training and running large AI models, competing directly with Nvidia's existing offerings in data centers. The system will launch later in 2025 with major customers including Microsoft, Meta, OpenAI, and Anthropic already committed to deployment at gigawatt scale. AMD projects the AI accelerator market will reach $1.4 trillion by 2030, approaching the size of today's entire semiconductor industry.
Why it matters
AMD is challenging its chipmaker rival with a new rack-scale system that will start shipping to customers later this year.
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