AMD will ship its Helios rack-scale AI platform in H2 2026, delivering 1.4 exaFLOPS per rack with Microsoft Azure, Meta, and Oracle as early deployers.

AMD is taking aim at Nvidia with Helios, its first AI rack system, and has landed Microsoft as a new customer, joining Meta, OpenAI and Oracle.

But it’s not clear just how much AMD AI compute Microsoft is buying

Microsoft will use AMD’s AI-optimized Helios racks in Azure - SiliconANGLE

Helios and Cerebras go up against Nvidia's NVL72 and Groq LPX

Following ZT acquisition, company looks to compete with Nvidia's system-level approach

Company has already tested the beefy AI rack