AMD launches Helios system in direct challenge to Nvidia's AI dominance
AMD launches Helios system in direct challenge to Nvidia's AI dominance.
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AMD ( AMD ) officially launched its Helios rackscale system, with CEO Lisa Su announcing that the AI platform is in full production during the company's Advancing AI event in San Francisco, Calif., on Thursday.
The server cabinet combines 72 AMD Instinct MI455X graphics processing units (GPUs) with the company's Epyc central processing units (CPUs) into a rack designed to compete directly with Nvidia's ( NVDA ) Grace Blackwell and Vera Rubin-powered NVL72 rackscale systems. Nvidia's offering also has 72 GPUs.
During her keynote address, Su said the MI455X is the most powerful GPU in the industry, a direct shot at Nvidia, the current industry leader.
According to Su, the Helios rack provides 15% better compute performance than Vera Rubin and offers 50% more high-bandwidth memory capacity. Helios, she added, also provides 30% more tokens per dollar than Nvidia's servers.
And just as Nvidia teamed with AI inferencing chip designer Groq, integrating the company's Groq 3 processor into its data center offerings, AMD said it made a deal with Cerebras ( CBRS ) to bring that company's chips into its data center offerings for improved inferencing speeds.
AMD is working to steal AI data center market share from Nvidia, which is estimated to control upwards of 80% to 90% of the space, and Helios gives AMD its best chance yet.
In addition to Helios, AMD highlighted its Epyc 9006 series CPUs for data centers. Su noted that the chip line provides 20% higher per-core performance than Nvidia's Vera CPU, adding that the 9006 series is the best server CPU lineup in the industry.
AMD said that when taking into account its rack systems, PC business, and other processing products, the company now anticipates its total addressable market will hit $2 trillion in 2030.
Nvidia took an early lead in the space thanks to its prior investments in using GPUs to power AI applications. Now that AMD has its Helios rack, however, the company has seemingly caught up to its longtime competitor.
AMD's stock price growth has also outpaced Nvidia's over the past year. Shares of AMD have risen 222% throughout the past 12 months, while Nvidia stock rose 117%. Still, shares of AMD have lagged Nvidia's for years, as the Jensen Huang-led chip giant quickly became a household name, and have only begun to truly take off this year.
Email Daniel Howley at dhowley@yahoofinance.com. Follow him on X at @DanielHowley .
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