AMD says its rack-scale 'Helios' AI infrastructure and MI400 series GPUs (CDNA 4, HBM4) remain on track for second half 2026. Oracle confirmed as first customer for MI450 'Altair' GPUs.
AMD's datacenter GPU strategy has matured from "NVIDIA alternative" to "credible second source." The Helios rack-scale solution integrates MI400 GPUs, custom Infinity Fabric networking, optimized power delivery, and ROCm 7.x software. Oracle CEO Larry Ellison publicly confirmed OCI as the lead MI450 Altair customer.
AMD's GPU revenue now exceeds CPU revenue — the company has pivoted. However, capturing more than 10-15% of the AI accelerator market requires closing the ROCm gap. AMD MI400 at 70-80% of NVIDIA's price with 85-90% of the performance is compelling for inference-heavy deployments.
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