AMD takes on Nvidia with Helios AI as Microsoft joins growing client list

Advanced Micro Devices (AMD) is taking its biggest step yet in challenging Nvidia’s dominance in artificial intelligence hardware, with the chipmaker preparing to begin shipments of its first rack-scale AI system, Helios, later this year. Microsoft has now joined a growing roster of customers adopting the platform, signalling increased competition in the AI infrastructure market.

Helios marks AMD’s first direct competitor to Nvidia’s highly sought-after Grace Blackwell and next-generation Vera Rubin AI systems.