AMD LAUNCHES HELIOS, ITS FIRST RACK AI SYSTEM TO RIVAL NVIDIA, ADDING MICROSOFT AS NEWEST BUYER

Summary from the TLDR newsletter

Helios is a rack-scale system that combines AMD's GPUs, CPUs, networking, and software to power frontier model inference. It will start shipping to customers later this year. AMD hasn't released any details about cost, but it is estimated that Helios will cost between $5 million and $5.5 million. AMD only holds around 4.5% of the data center GPU market, but Helios could change that.