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

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.

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.

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