AMD takes on Nvidia with its Helios AI rack-scale system
AMD takes on Nvidia with its Helios AI rack-scale system
AMD 推出 Helios AI 机架式系统，向英伟达发起挑战
Chipmaker AMD is taking aim at competitor Nvidia with its latest hardware release: a rack-scale system designed to power computing needs of the world’s largest AI labs. At the company’s sold-out Advancing AI conference in San Francisco on Thursday, AMD Chair and CEO Dr. Lisa Su promoted the new AI rack system known as Helios — along with its growing list of customers, including Microsoft — as the company prepares to ship it later this year.
芯片制造商 AMD 发布了最新的硬件产品，旨在满足全球大型 AI 实验室的计算需求，向竞争对手英伟达发起挑战。在周四于旧金山举行的“Advancing AI”大会上，AMD 董事长兼首席执行官苏姿丰（Dr. Lisa Su）博士推介了名为 Helios 的全新 AI 机架系统，并宣布了包括微软在内日益增长的客户名单。该公司计划于今年晚些时候开始交付该系统。
Su also pitched the company’s newest chips that are designed to feed the compute-hungry dragon that is the AI industry. Rack systems combine many processors into a single high-powered unit. They are built for data centers, where they train and run AI models and other compute-intensive workloads. Su called Helios the tech industry’s “highest-performance AI rack,” adding that it was “built to train and run the most demanding frontier models in the world at massive scale.” The system will be deployed by leading AI companies at gigawatt-scale, the company said.
苏姿丰还推介了公司最新的芯片，旨在满足 AI 行业对算力的巨大需求。机架系统将多个处理器整合为一个高性能单元，专为数据中心打造，用于训练和运行 AI 模型及其他计算密集型工作负载。苏姿丰称 Helios 为科技行业“性能最高的 AI 机架”，并补充说它“旨在以大规模方式训练和运行世界上要求最苛刻的前沿模型”。该公司表示，该系统将由领先的 AI 公司以吉瓦（gigawatt）规模进行部署。
Nvidia has historically dominated this market with its Vera Rubin and Grace Blackwell rack-scale systems. AMD is clearly looking to get in on the action. And Helios’ performance metrics appear to give it a real chance, beating out Vera Rubin by a number of metrics, The Register reported. Helios, which was revealed in 2025 and shown onstage in January at CES 2026, already has several well-known customers, including OpenAI, Meta, Oracle, Anthropic, and Microsoft, all of which have plans to deploy the system.
英伟达此前凭借其 Vera Rubin 和 Grace Blackwell 机架式系统主导了该市场。AMD 显然正试图分一杯羹。据《The Register》报道，Helios 的性能指标显示它确实具备竞争实力，在多项指标上超过了 Vera Rubin。Helios 于 2025 年首次亮相，并于 2026 年 1 月在 CES 大会上展示，目前已拥有包括 OpenAI、Meta、Oracle、Anthropic 和微软在内的多家知名客户，这些公司均计划部署该系统。
Microsoft CEO Satya Nadella said Monday that the company would expand its Azure infrastructure with Helios. Meanwhile, Anthropic and AMD announced a strategic partnership Wednesday to deploy up to two gigawatts of GPUs via the new rack system. AMD also introduced Thursday its Venice-X CPU, which is designed for data centers and to handle high-computing workloads. The Venice-X is expected to launch in 2027.
微软首席执行官萨提亚·纳德拉（Satya Nadella）周一表示，公司将利用 Helios 扩展其 Azure 基础设施。与此同时，Anthropic 和 AMD 周三宣布建立战略合作伙伴关系，将通过该新机架系统部署高达 2 吉瓦的 GPU。AMD 周四还推出了专为数据中心设计、用于处理高计算工作负载的 Venice-X CPU。Venice-X 预计将于 2027 年发布。
During her remarks, Su commented on the trajectory of the chip industry, claiming that, by the year 2030, chips that power AI will become a massive part of the overall computing market. This is because the industry is “seeing a step change in compute demand” driven largely by the rise of agentic AI, she said. “When you ask the agent to do something, it actually has dozens of steps, and it has to reason, and it has to call tools, and it has to access data, and it has to keep doing it over and over until it solves the problem, and so you need lots of GPUs to do all that,” the executive said.
在发言中，苏姿丰谈到了芯片行业的发展轨迹，并断言到 2030 年，驱动 AI 的芯片将成为整个计算市场的巨大组成部分。她表示，这是因为在智能体 AI（agentic AI）崛起的推动下，行业正经历“算力需求的阶跃式变化”。这位高管说道：“当你要求智能体做某事时，它实际上包含几十个步骤，它必须进行推理、调用工具、访问数据，并且必须反复执行直到解决问题，因此你需要大量的 GPU 来完成所有这些工作。”
“We’re now expecting that by 2030, the AI accelerator market is going to reach about $1.4 trillion,” Su said. “What that means is, by the end of the decade, the AI accelerator market is going to approach the size of the entire semiconductor market today.” “We do expect that GPUs are going to make up the vast majority of that market because the algorithms are still very much in their infancy, and we’re still continuing to see the workloads change, and that favors programmability in the overall silicon ecosystem,” she added.
“我们现在预计，到 2030 年，AI 加速器市场规模将达到约 1.4 万亿美元，”苏姿丰说。“这意味着到本十年末，AI 加速器市场将接近当今整个半导体市场的规模。”她补充道：“我们确实预计 GPU 将占据该市场的绝大部分份额，因为算法仍处于起步阶段，我们仍在不断看到工作负载的变化，而这有利于整个芯片生态系统的可编程性。”