""Helios integrates our Instinct MI400 Series GPUs, Epyc Venice CPUs and Pensando NICs in a double-wide rack solution optimized for the performance, power, cooling and serviceability required for the next generation of AI infrastructure and supports Meta's new open rack wide standard," Su said on an earning conference call last night. Venice is the codename for AMD's 6th-gen Epyc CPUs, set to be produced using TSMC's 2nm manufacturing process, also due next year."
"Looking ahead, Su said AMD's datacenter AI business is to enter "its next phase of growth" and customer interest is building ahead of the launch of the next-gen MI400 series GPU accelerators and the Helios rack-scale solution next year. "Development of both our MI400 Series GPUs and Helios rack is progressing rapidly, supported by deep technical engagements across a growing set of hyperscalers, AI companies and OEM and ODM partners to enable large-scale deployments next year.""
AMD plans a 2026 launch of the Helios rack-scale architecture aimed at directly challenging Nvidia in AI infrastructure, contingent on successful integration of next-generation GPUs and processors. Server CPU revenue reached an all-time high driven by rapid adoption of 5th Gen Epyc Turin processors, which represented nearly half of Epyc revenue for the quarter. Helios is designed to operate a rack of accelerators as a single large GPU and integrates Instinct MI400 GPUs, Epyc Venice CPUs, and Pensando NICs in a double-wide rack optimized for performance, power, cooling, and serviceability. Development progress is supported by hyperscalers, AI companies, OEM/ODM partners, and the ZT Systems team.
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