AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer

AMD is taking aim at Nvidia with Helios, its first AI rack system, and has landed Microsoft as a new customer, joining Meta, ...

AMD’s next reinvention: A new playbook for the AI era

AMD’s resurgence over the past decade came from doing what many thought was improbable – rebuilding its processor franchise, ...
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AMD’s Helios puts 72 GPUs and 31 terabytes of HBM4 in one rack. It is AMD’s answer to Nvidia’s NVL72.

AMD Helios packs 72 MI455X GPUs, 31TB of HBM4, and 2.9 exaflops of inference compute into a single rack. Engineering samples ship H2 2026. Mass production in Q2 2027.

The Fed rang the alarm about Anthropic's Mythos AI model — but had to go months without it

The central bank didn't have access to Claude Mythos Preview as of mid-July, even as other institutions were racing to patch ...
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DA Davidson analyst resets AMD stock price target for 2026

Something just shifted in the semiconductor market. And one analyst who had been sitting on the sidelines on AMD just made one of the most aggressive calls on the stock this year. The trigger was not ...
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AMD Stock Surges 9% as Wall Street Cheers Long-Term Growth Plan

Top Wall Street analysts remain upbeat on AMD (AMD) following its 2025 Analyst Day, where the chipmaker laid out long-term financial targets and a roadmap to lead the $1 trillion compute market. AMD ...