AMD says its newest AI server is in full production

What happened

The Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan Semiconductor Manufacturing Co. During Su's keynote address at an event in San Francisco, OpenAI's top computing executive joined Su to say that the ChatGPT creator plans to start using the Helios racks later this year.

"We expect that we'll be deploying Helios at massive scale starting towards the end of this year, and then accelerating ‌throughout 2027," Katti said. On ⁠Wednesday, AMD announced plans to sell up to two gigawatts of its Instinct MI450 chips to AI lab Anthropic beginning in the first half of 2027. The deal also includes an investment of as much as $5 billion in the Claude maker.

Why it matters

"Helios is in full production," Su said, adding that shipments are slated to start at the end ‌of the third quarter. "AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT.

When asked at a press conference whether AMD was content to remain in second place, Su said, "We're actually doing another major leap forward. 4 trillion of that from chips that speed up AI and $220 billion of it from central processing units (CPUs), an area in which it has long competed against Intel and that Nvidia has entered.

The total computing market was worth an estimated $365 billion in 2025, according to ⁠AMD's estimates. Cerebras Systems CEO Andrew Feldman joined Su on stage to say AMD and Cerebras would partner to offer a combination of their AI servers, first in Cerebras data centers. AMD's share drop likely reflected overall weakness in the US stock market and a selloff of semiconductor stocks, said Jacob Bourne, an analyst at Emarketer.

What to watch

Tom Brown, an Anthropic co-founder, joined Su during her keynote on Thursday to say that Claude had been able to set up AMD's AI servers on its own, over a weekend. Su said in the press conference that she expects Anthropic to consume AMD chips through cloud computing partners and potentially through some of Anthropic's own data centers.

AMD displayed the Helios data center rack amid booths from cloud computing providers such as Vultr and TensorWave. Both cloud providers operate data centers with AMD hardware.