AMD's Helios beats Nvidia on memory at rack level and on compute — only if you count it at the GPU level

• AMD's Helios beats Vera Rubin NVL72 on memory at rack level, with 31TB of HBM4 against roughly 20.7TB
• AMD also claims it beats the competition by 15% on FP4 compute on a 'per-GPU' basis even as Nvidia comes out ahead on published 'per-rack' figures
• AMD claims Helios also offers 30% more tokens per dollar spent versus the competition

AMD has launched its Helios rackscale offering, outlining five comparisons in which it claims wins over what it calls "the leading competitive solution."

While the company skipped naming Nvidia, the market leader's Vera Rubin-based NVL72 rack-scale solution is the only real competitor to Helios and the one it continues to compare itself against.

While its memory claims hold, its GPU FP4 claim might fall short when comparing rack to rack, and many of its calculations are based on peak performance rather than Nvidia's published numbers, making Helios an interesting "win" but...

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