AMD will begin shipping the Helios system, which combines its own GPUs, CPUs, networking chips, and software, to customers including Microsoft later this year

AMD launches Helios, a rack-scale AI system with 72 GPUs, to challenge NVIDIA, with OpenAI and Anthropic as early adopters.

AMD launched its Helios rack-scale AI system at Advancing AI 2026, with OpenAI, Meta and Anthropic preparing large-scale deployments.

Microsoft has announced it will deploy AMD’s Helios rackscale solution to power model inference both internally and for its AI customers, with the hardware also set to support the company’s Azure AI services.

At Advancing AI 2026, AMD framed Helios as more than a rack-scale launch, setting out an agentic data centre built around inference, CPUs, and open systems at scale.

AMD is hoping for the Helios to be a proper rival to NVIDIA's popular Grace Blackwell and Vera Rubin platforms.

AMD offered bullish projections for the AI server market, announced customer partnerships, and said its Helios rack had gone into full production.

AMD partners with Anthropic and OpenAI in a $5B AI push. Anthropic's valuation hitting $1.25T by December at 84.5% YES.