AMD's Helios rack is finally shipping, and it's coming for Nvidia's AI dominance
AMD claims 20% better performance than Nvidia's Vera CPU with new Epyc chips
Amd instinct articles
AMD confirms Zen 7 Epyc "Florence" for 2028 and previews Zen 8 Epyc "Ravenna" for 2030
AMD also unveiled the CDNA 5-based Instinct MI455X AI accelerator
The big picture: AMD had a busy week, announcing the Ryzen 7 7700X3D CPU for gaming PCs and the Epyc Venice lineup for agentic AI workloads in data centers and high-end workstations. The company also launched the Helios rack-scale AI system at its Advancing AI 2026 event in San Francisco and previewed its next-generation Zen 7 and Zen 8 CPU architectures.
AMD reports record 2025 revenues, driven by strong demand for Epyc and Ryzen CPUs
AMD had impressive growth in both client and enterprise segments
OpenAI, AMD strike landmark partnership worth tens of billions
OpenAI is betting on AMD chips in challenge to Nvidia's AI dominance
What just happened? The scale and speed of investments by OpenAI, Meta, Alphabet, and Microsoft in chips, data centers, and energy infrastructure have drawn comparisons to past build-outs, from the 19th-century railroad boom to the fiber-optic rollout. AMD's gains suggest a shift in the AI hardware market while underscoring how closely the leading players are tying their futures to rapid infrastructure growth.
AMD's new AI roadmap spans new Instinct GPUs, networking, software, and rack architectures
New Instinct GPUs deliver 3x faster inferencing, up to 40% better cost per token vs. Nvidia's B200
AMD CTO: power constraints, not compute, will shape tomorrow's supercomputers
Papermaster predicts modular, versatile supercomputers will shape the future
Frontier sets fluid dynamics speed record, cutting simulation time from 38.5 to 1.5 hours on AMD GPUs
Using GPU cores instead of CPUs provides a massive boost to computational speed
World's fastest supercomputer, "El Capitan," goes online to safeguard US nuclear weapons
Featuring AMD EPYC Genoa CPUs and CDNA3 GPUs
AMD sees AI revenue soar as Instinct MI300 GPU already rivals CPU division sales
The company says it's still committed to the consumer GPU market
AMD leaps into Copilot+ PCs and outlines infrastructure GPU roadmap
Why it matters: AMD is in the unique position of being the primary competitor to Nvidia on GPUs – for both PCs and AI acceleration – and to Intel for CPUs – both for servers and PCs – so their efforts are getting more attention than they ever have. And with that, the official opening keynote for this year's Computex was delivered by AMD CEO Dr. Lisa Su.
AMD makes AI statement with new hardware and roadmap, set to rival Nvidia in the data center
AMD is now ready to play the (enterprise) game
