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

AMD Helios Azure deployment challenges Nvidia's NVLink monopoly: Microsoft committed to AMD's open-standard rack-scale AI ...

Super Micro Computer (NasdaqGS:SMCI) announced its new H15 server portfolio, powered by 6th Gen AMD EPYC 9006 CPUs. The ...

AMD challenges Nvidia’s AI dominance with Helios, new Instinct GPUs, EPYC processors, ROCm.ai software, and major customer ...

TSMC's Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power At its Advancing AI 2026 event in San Francisco, ...

AMD is making a serious play for Nvidia's crown with its new Helios rack-scale AI platform, Venice CPUs, and MI455X chips.

At rack scale, AMD Helios delivers exaflop-class AI performance for large-scale inference and frontier-model development: Up to 2.9 exaFLOPS peak 4-bit (OCP MXFP4) and 1.4 exaFLOPS peak 8-bit (OCP ...

Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong way. The ...

AI infrastructure spending reached $89.7B in the first quarter of 2026, and Arm -based rack-scale GPU servers overtook x86 as ...

In recent days, Arm Holdings has seen its processor architecture surpass x86 systems as the leading platform for rack-scale ...

Use left and right arrow keys to seek audio. Meta's first foray into a full-fledged ASIC is coming according to new reports, where it will reportedly compete (and beat) the specifications of NVIDIA's ...