
AMD's Helios rack lands Meta, OpenAI, Oracle and Microsoft as customers
At Advancing AI 2026 in San Francisco, AMD detailed its Helios rack-scale AI system built on MI455X GPUs and 2nm EPYC Venice CPUs, alongside gigawatt-scale commitments from Meta, OpenAI, Anthropic, and a 50,000-GPU Oracle supercluster. CEO Lisa Su pegged the AI silicon market at $1.4 trillion by 2030.










