AMD just launched Helios, a massive rack-scale AI platform packing 72 Instinct MI455X GPUs to rival Nvidia's Vera Rubin NVL72. The system offers 2.9 exaflops of FP4 compute and 31 TB of HBM4, with AMD claiming a 15% edge in compute and 50% more memory capacity. Heavyweights like Microsoft, OpenAI, and Anthropic have already signed on.
AMD just announced a massive multi-year partnership with Meta to deploy up to 6GW of AMD Instinct GPUs, kicking off with an initial 1GW rollout in the second half of 2026. The deal includes custom silicon based on AMD’s MI450 architecture, next-gen Venice EPYC CPUs, and performance-based warrants for Meta to acquire up to 160 million AMD shares. Why it matters: Meta is aggressively diversifying away from Nvidia to secure power and slash infrastructure costs.
