Helios Is AMD's First AI System To Rival Nvidia Vera Rubin — We Got An Exclusive, First Look

AMD’s Helios is presented as the company’s first rack-scale AI system and its boldest challenge yet to Nvidia’s dominance in data center AI hardware. The system is already lined up with major customers including Microsoft, Meta, OpenAI, and Oracle, and AMD says it will begin shipping later this year. CNBC’s exclusive look highlights Helios as a 7,000-pound, $5 million system built around 72 GPUs and 18 CPUs per rack, aiming to compete on performance, efficiency, and customization versus Nvidia’s Grace Blackwell and Vera Rubin. The story is important for AMD because it signals a push toward a larger share of a market Nvidia currently dominates with more than 95% of data center GPU share. Investors are focused on whether Helios can drive AMD’s promised tens of billions in AI revenue, while also overcoming supply-chain constraints in wafers, packaging, memory, and power.