Microsoft signs on to rack AI system that rivals Nvidia
Microsoft has announced it will adopt AMD's new 'Helios' rack-scale AI system to power its data centers. This move aims to provide a competitive alternative to Nvidia's dominant AI hardware infrastructure.
Why it matters
The partnership signals a significant shift in the AI hardware market, potentially breaking Nvidia's near-monopoly on high-performance computing for AI models.
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence , called Helios, to a growing list of customers that now includes Microsoft .
It's the first rival to Nvidia 's wildly popular Grace Blackwell and Vera Rubin systems , and is aiming to give the world's most valuable chipmaker its first real competition in years.
Microsoft announced Monday it will use the Helios system in its data centers, joining Meta , OpenAI , Oracle and others in a race to grab as much compute as possible.
AMD will begin shipping to customers, including Microsoft, later this year. Shares of AMD climbed more than 4% on Monday. Microsoft stock climbed more than 1%.
Details about financial terms or the amount of compute capacity weren't disclosed.
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