AMD

AMD Helios

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AMD's first rack-scale AI system: 72 Instinct MI455X GPUs in 18 Open Rack Wide compute trays, 18 6th Gen EPYC Venice CPUs, Pensando Vulcano 800 AI NICs, UALink-over-Ethernet scale-up and Ethernet scale-out, running ROCm. A rack is specified at up to 2.9 exaflops FP4, 1.4 exaflops FP8, 31 TB of HBM4 and 1.7 PB/s of memory bandwidth. AMD claims up to 30% more inference tokens per dollar, 15% more peak FP4, and 50% more HBM than Nvidia's Vera Rubin NVL72.

Latest update Sep 18, 2026

AMD Helios

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Current status

Declared in full production on July 23, 2026; volume shipments targeted for late Q3 into Q4 2026. Named deployers include OpenAI, Anthropic, Meta, Microsoft, Oracle, HUMAIN, Tensorwave, Vultr and Cirrascale. OEM/ODM partners include HPE, Lenovo, Supermicro, Bull, Sanmina and Wiwynn.

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Specifications3

GPUs per rack
72x Instinct MI455X plus 18x EPYC Venice CPUs
Peak rack performance
2.9 EF FP4 / 1.4 EF FP8; 31 TB HBM4
Claim vs Vera Rubin NVL72
Up to 30% more tokens per dollar

50% more HBM capacity; 15% more peak FP4 (AMD Performance Labs, Jul 2026)

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In the news1

  1. AMD to invest up to $5B in Anthropic in 2-gigawatt chip deal

    AMD and Anthropic announced on July 22 a strategic partnership under which Anthropic will deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs, with AMD committing a strategic equity investment of up to $5 billion in the AI developer. Deployment of the first gigawatt is set to begin in the first half of 2027, using AMD Helios rack-scale systems built on Instinct MI455X GPUs, EPYC Venice CPUs and Pensando networking. The agreement, which covers tens of billions of dollars of chips, broadens Anthropic's compute stack to four suppliers alongside Nvidia, Google TPUs and Amazon Trainium as it scales Claude ahead of a possible fall IPO.

    AMD CNBC + Anthropic

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