- AMD's newest AI server Helios is in full production and is expected to start shipping at the end of the third quarter, according to CEO Lisa Su.
- Cerebras stock gained about 5% after the company announced a partnership with AMD to work on AI systems.
- Cerebras CEO Andrew Feldman stated that his company's chips will be utilized in AMD's Helios AI systems starting later this year.
- OpenAI plans to start using the Helios racks later this year, as stated by Sachin Katti, the vice president of compute strategy at OpenAI.
- Cerebras previously signed a deal with OpenAI worth over $10 billion in January, which highlights its growing influence in the AI sector.
AMD's Helios AI servers are now in full production, with shipments expected to commence by the end of Q3, according to CEO Lisa Su. The servers will feature AMD's latest MI455X AI accelerator and Venice central processor, both manufactured by Taiwan Semiconductor Manufacturing Co..
Cerebras Systems has seen a 5% increase in stock value following a partnership with AMD, which will see Cerebras chips integrated into Helios systems. Andrew Feldman, CEO of Cerebras, confirmed that their chips will be utilized in AMD's AI systems starting later this year. The collaboration aims to enhance performance, claiming to deliver five times higher tokens per second per watt than competitors.910
OpenAI, a significant player in the AI landscape, plans to deploy Helios servers at scale, with Sachin Katti, vice president of compute strategy, stating, "We expect that we'll be deploying Helios at massive scale starting towards the end of this year, and then accelerating throughout 2027." This partnership underscores the growing demand for ultra-low latency in AI applications.78
AMD is positioning itself to capture market share from Nvidia in the data center chip sector, particularly in inference computing, which is crucial for AI applications like ChatGPT. Su expressed confidence in AMD's growth, stating, "We're actually doing another major leap forward. We actually believe we will have leadership in the scale-up compute domain."
The total computing market is projected to reach $2 trillion by 2030, with a significant portion driven by AI-related chips, highlighting the competitive landscape in the tech industry.
“The Helios servers, featuring AMD's MI455X accelerator and TSMC-made Venice CPU, claim five times higher tokens per second per watt than competitors. OpenAI's compute vice president expects to deploy Helios at massive scale starting late 2026, while Cerebras CEO Feldman noted the partnership highlights ultra-low latency's importance.”
CNBC
