Chip Talk > AMD Takes on the AI Giants with New Helios Server
Published June 13, 2025
Advanced Micro Devices (AMD) recently set the tech world abuzz with the unveiling of its new AI server, Helios, expected to release in 2026. During the "Advancing AI" conference in San Jose, CEO Lisa Su shared details on how the Helios server is designed to provide a robust alternative to Nvidia’s industry-leading AI solutions. This announcement positions AMD for a heated battle in the AI domain, as the demand for high-performance computing continues to soar.
For the full scoop, check out Business Times.
AMD's Helios server is powered by the new MI400 series chips, aiming to directly compete with Nvidia's Blackwell processors. With a capacity of 72 MI400 chips per server, Helios is set to rival Nvidia’s NVL72 offerings. But AMD’s strategy isn’t just about matching hardware specs. In a strategic move, AMD is making many aspects of its Helios system openly available, stressing the importance of industry-wide collaboration, which CEO Su emphasized during the launch.
This open approach starkly contrasts Nvidia’s often proprietary methods, though Nvidia has started to relax its licensing terms under increasing industry pressure.
Highlighting the significance of this launch, OpenAI's CEO Sam Altman expressed strong support for AMD’s endeavors. As one of the prominent users of AMD’s new chips, OpenAI’s endorsement could be a game-changer for AMD in capturing market share from Nvidia.
OpenAI is collaborating with AMD to optimize the MI450 chips for AI workloads, showcasing a significant alliance between the companies. This partnership is expected to benefit from the robust performance uptick provided by AMD’s new hardware capabilities.
AMD’s ambitious plans don't end with hardware. The tech giant is on a spree of strategic acquisitions and talent acquisitions aimed at strengthening its AI capabilities. Recent acquisitions of server builder ZT Systems and chip startup Untether AI reflect AMD’s resolve to fortify its AI systems and software armory.
Moreover, AMD's ROCm software stack, albeit overshadowed by Nvidia's dominant CUDA, is crucial to the company’s strategy. AMD is investing heavily in enhancing ROCm, amid signs of warming reception by developers seeking open alternatives to CUDA.
Entering the AI server market is certainly a bold move for AMD. While its share prices dipped slightly following the announcement, reflecting some market skepticism, analysts recognize AMD's potential as the race for AI dominance heats up.
Companies such as Meta Platforms, Oracle, and Elon Musk’s xAI, all showing interest, further suggest that AMD's efforts may soon bear significant fruit.
In summary, AMD’s introduction of the Helios server marks a noteworthy chapter in the competition for AI infrastructure supremacy. AMD’s open collaborative approach, coupled with strategic industry alliances, especially with key players like OpenAI, positions the company to finally challenge Nvidia’s long-standing dominance effectively.
To stay updated on AMD’s ambitious plans, keep an eye on developments by following the detailed coverage on Business Times.
Join the world's most advanced semiconductor IP marketplace!
It's free, and you'll get all the tools you need to discover IP, meet vendors and manage your IP workflow!
Join the world's most advanced AI-powered semiconductor IP marketplace!
It's free, and you'll get all the tools you need to advertise and discover semiconductor IP, keep up-to-date with the latest semiconductor news and more!
Plus we'll send you our free weekly report on the semiconductor industry and the latest IP launches!
