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AMD unveils Helios, a rack-scale AI system packing 72 GPUs and 31 terabytes of HBM4 memory, directly challenging Nvidia’s NVL72.
This article explains the technical and strategic implications of Nvidia's weakening dominance in AI chips, as major companies like Microsoft and Anthropic begin to explore alternatives such as AMD's Helios platform.
Nvidia's Kyber NVL144 AI server rack is delayed until 2028 due to manufacturing issues, while the Rubin Ultra variant has been canceled. The setbacks may benefit competitors like AMD and Google.
Japan’s Turing Inc. is diversifying its AI infrastructure by adopting AMD chips and investing in AMD Ventures, challenging Nvidia’s dominance in the autonomous vehicle market.
AMD has reinstated memory encryption in consumer CPUs after facing significant backlash from users who criticized the move as an attempt to push customers toward more expensive chips.
MoonMath AI has open-sourced a HIP attention kernel for AMD MI300X that outperforms AMD's own AITER v3 implementation across all shapes and rounding modes.
AMD's removal of TSME memory encryption from consumer CPUs has sparked widespread criticism over perceived lack of transparency and potential security risks.
AMD has silently disabled Transparent Secure Memory Encryption (TSME) on many consumer Ryzen CPUs, removing a key defense against physical memory attacks.
TensorWave raises $350M led by AMD to build an Nvidia-free AI cloud, challenging Nvidia's dominance in AI infrastructure.
AMD has pledged over $10 billion to Taiwan’s semiconductor ecosystem to support the development of AI infrastructure, including the upcoming Helios platform. The investment strengthens partnerships with local leaders like ASE and SPIL, aiming to scale advanced packaging and manufacturing capabilities.
Meta has secured a multiyear $100 billion deal with AMD for AI chips, deepening its push to diversify beyond Nvidia and advance its 'personal superintelligence' ambitions.
Meta and AMD have entered a multi-year partnership involving up to six gigawatts of GPUs and a 10% equity stake, mirroring AMD's previous OpenAI deal.
