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AMD's 'Helios' AI Servers Enter Full Production, Shipping This Quarter With OpenAI as Key Customer
Advanced Micro Devices (AMD) has entered full production of its second-generation artificial intelligence servers, which will begin shipping to customers at the end of the third quarter, CEO Lisa Su announced Thursday. The move marks a significant step in the chipmaker's strategy to challenge Nvidia's dominance in the AI hardware market.
Helios Servers and OpenAI Adoption
Speaking at a keynote address in San Francisco, Su revealed that the company's "Helios" server racks are ready for deployment. The servers are powered by AMD's latest MI455X AI accelerator and its new "Venice" central processing unit (CPU), both produced by Taiwan Semiconductor Manufacturing Co.
"Helios is in full production," Su stated, adding that "customer demand for Helios is extremely strong." In a key endorsement for the new platform, an executive from OpenAI joined Su on stage to announce that the creator of ChatGPT plans to start using the Helios racks later this year.
Competing in a Growing Market
AMD is positioning its new hardware to capture market share from Nvidia, particularly in the field of inference computing, which involves processing user queries on trained AI models like chatbots. The company also claimed its new EPYC "Venice" processor delivers 20% more performance than a competing CPU from Nvidia.
AdSu provided a bullish forecast for the industry, estimating the total computing market will reach $2 trillion by 2030, up from a projected $365 billion in 2025. She projected that AI accelerators would account for $1.4 trillion of that 2030 market. "Frankly, the only way you’re going to be able to service a market like that is for us to work together as an ecosystem," Su said.
Broader Strategy and Market Reaction
Reinforcing its ecosystem strategy, AMD announced a collaboration with chip designer Cerebras to provide fast inference capabilities through the Cerebras Cloud Service. The announcements aim to showcase AMD as a viable and powerful alternative to Nvidia for data centers building out AI infrastructure.
Despite the strategic updates and customer win, AMD shares traded roughly 3% lower on Thursday, paring some of the day's earlier losses.
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