AMD unveils Helios rack and MI455X accelerator in bid to close the gap with Nvidia

TL;DR

AMD launched MI455X chips, Helios racks, and Venice Epyc CPUs at Advancing AI, with OpenAI and Cerebras pledging to deploy the hardware at scale

AMD unveiled a suite of new data centre products at its Advancing AI event in San Francisco on Thursday, claiming they will outperform Nvidia’s competing hardware across AI training and inference. The announcements included the MI455X AI accelerator, the Helios server rack that packs 72 of those chips into a single system, and the Venice generation of Epyc server processors built on TSMC’s two-nanometre process. AMD predicted the total market it is pursuing will reach $2 trillion by 2030, with AI accelerators alone accounting for more than a trillion dollars of that figure.

Investors were unimpressed, sending AMD shares down about four percent during the presentation despite the stock having more than doubled in value this year. The scepticism reflects the gap between AMD’s ambitions...

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