- AMD launched Helios, its first rack-scale AI platform, competing directly with Nvidia's Vera Rubin.
- Helios claims 50% more HBM4 memory, 15-25% higher AI training performance, and 30% better performance per dollar than Nvidia's system.
- The platform uses 72 MI455X GPUs with CDNA 5 architecture, featuring 2nm compute dies and 3D packaging.
- Helios matches Nvidia's NVL72 layout with 18 liquid-cooled blades, but uses Ultra Accelerator Link over Ethernet (UALoE) and Broadcom switches.
- Real-world performance may reach only half of peak theoretical FLOPS, but AMD claims it still leads the industry.
- AMD also announced MI440X for enterprise, MI430X for HPC, and Venice Epyc CPUs with up to 256 cores.