We are taking a deep dive look into AMD's Instinct MI455X accelerator and its CDNA 5 architecture, the backbone of AMD's next-gen AI server offerings and their massive Helios rackscale system

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Just a few weeks after AMD inked a deal with Cerebras to boost the inference capabilities of the upcoming Helios rack-scale system, it has acquired Taalas, a startup that designs chips specifically for inference-related workloads. Taalas bakes AI models directly into silicon chips, and AMD has just inked a definitive agreement to acquire it AMD has just signed an agreement to acquire Taalas in a move designed to complement its Helios systems. For the benefit of those who might not be aware, Taalas eliminates the so-called memory wall - an increasingly common situation where the GPUs sit idle as they […]

Read full article at https://wccftech.com/amd-snaps-up-taalas-weeks-after-cerebras-deal-chasing-chips-that-bake-ai-models-into-silicon/

The Helios rackscale system is the culmination of AMD's server hardware, as well as their AI datacenter ambitions. For Advancing AI 2026, the company dove into the architecture of their first rackscale systems, outlining how they have scaled up 72 Instinct MI455X accelerators to act as a single system

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Microsoft is moving aggressively to expand its compute footprint, and hedging its bets on the way by tapping rack-scale systems from both NVIDIA and AMD in what is an echo of its AI model-agnostic approach within Azure and Copilot. Microsoft's Satya Nadella has just declared that Azure will be among the first to deploy "rack scale AI infrastructure based on AMD Helios and NVIDIA Vera Rubin" Microsoft's CEO, Satya Nadella, has revealed a nugget during the just-concluded earnings call, declaring that Azure will be among the first cloud platforms to "deploy next generation rack scale AI infrastructure based on AMD […]

Read full article at https://wccftech.com/amds-helios-rack-reportedly-costs-40-more-than-nvidias-vera-rubin-yet-microsoft-hedges-its-bets-by-committing-to-deploy-both/

AMD appears to have chosen its partner quite wisely to bolster the Helios rack-scale system's inferencing capabilities, with an OpenAI researcher recently singing what is nothing short a paean in favor of Cerebras' Wafer-Scale Engine. OpenAI researcher on the capabilities of chips from AMD Helios partner, Cerebras: "They're incredible because they have such fast inference" As we explained in a dedicated post recently, Helios is AMD's first full-stack rack-level solution for AI workloads, consisting of: To further bolster the utility of its Helios systems for AI workloads, AMD has partnered with Cerebras, and plans to integrate Cerebras' Wafer-Scale Engine with its Helios […]

Read full article at https://wccftech.com/openai-finds-that-systems-from-amds-helios-partner-cerebras-are-incredible-at-inference-tasks-showing-that-amd-chose-wisely/

AMD is predictably cheerful about its AI-boosted prospects, declaring in a decidedly sunny tone that it now controls nearly half of the data center CPU market, as its compute-related Total Addressable Market (TAM) scales to a whopping $2 trillion by 2030. AMD now controls 46 percent of the data center CPU market just as orchestrator CPUs start gaining traction for agentic workloads AMD has just shared some very interesting slides during its "Advancing AI 2026" event, illustrating the sheer scale of market opportunity at its disposal right now. For the benefit of those who might not be aware, CPUs act […]

Read full article at https://wccftech.com/amd-says-it-now-controls-nearly-half-of-the-data-center-cpu-market-and-its-total-compute-tam-will-reach-2-trillion-by-2030/

It's time for AMD's 2026 Advancing AI conference. Join ServeTheHome for our live blog coverage of the AAI keynote, where AMD will announce their latest and greatest hardware and software technologies

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AMD is apparently no longer satisfied with being perceived as a perennial underdog, and is reportedly choosing to make a bold statement by pricing its Helios rackscale solution at a hefty premium to NVIDIA's Rubin. What's more, AMD has reportedly managed to rope in Microsoft as the product's first confirmed client, demonstrating the utility that Helios offers even at its supposedly elevated price point. Futurum believes AMD will price Helios at $5 million to $5.5 million per rack, versus an expected retail price of $3.5 million to $4 million for the second-gen NVIDIA Rubin rack As we explained in a […]

Read full article at https://wccftech.com/amd-is-reportedly-pricing-its-helios-rack-40-above-nvidias-second-gen-rubin-confident-that-customers-will-pay-the-premium/

We are at HPE Discover 2026 covering Antonio Neri's keynote live where the company is discussing its next-generation networking and AI tech

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AMD's MI450 GPUs are now being sampled to customers, and there's already huge interest in the MI500 series within AI Inference data centers. Customers Are Lining Up To Deploy AMD's MI450 GPUs As Sampling Begins, Next-Gen MI500 Also Gains Traction In The "AI Inferencing" Segment During the Q1 2026 earnings call, AMD CEO Dr. Lisa Su confirmed that they have started sampling the first Instinct MI450 GPUs to "lead" customers, and the chips remain on track for deployments at various data centers in the Helios rack, which will see production shipments commence in the second half of this year. Several […]

Read full article at https://wccftech.com/amd-sampling-mi450-gpus-engaged-with-customers-on-mi500-largest-ai-deployments-are-for-inference/

AMD has just announced its earnings for Q1 2026, posting a record revenue of $10.3 billion driven by strong demand for its EPYC CPUs & Instinct accelerators in the AI segment. AMD Delivers An Outstanding Q1 2026, Driven By Strong Sales of EPYC CPUs & Instinct Accelerators While Tackling Supply Constraints In The Agentic AI Era AMD's CEO outlined an "outstanding" first quarter for the company, with revenue of $10.3 billion, a 38% increase versus the previous year. This growth was driven mainly by strong demand in the data center and AI segments, which were up 7% year over year […]

Read full article at https://wccftech.com/amd-doubles-server-cpu-forecast-to-120-billion-as-agentic-ai-rewrites-demand-ceo-says-epyc-verano-built-purely-for-ai/

AMD has just announced that its flagship AI event, "Advancing AI 2026," will take place on 22-23 July, and here's what we expect to see. AMD To Host Advancing AI 2026 Event In July: Pushing AI Forward With Next-gen Ecosystems Advancing AI will be back this year as AMD unveils the date for its flagship AI event, which will focus on the next generation ecosystems powering the enterprise and cloud markets. The company has announced that Advancing AI 2026 will take place on 22-23 July, with a keynote featuring AMD's CEO, Dr. Lisa Su, and a host of other talks. […]

Read full article at https://wccftech.com/amd-advancing-ai-2026-event-to-take-place-on-22-23-july-heres-what-to-expect/