Trending Articles
Trending Topics
Trending
Today at AMD Advancing AI 2026 in San Francisco, AMD CEO Dr Lise Su announced that Helios is “in full production”. And AMD already has a full order book for its all-in-one AI solution.
“We have commitments on track to start at the end of the third quarter and ramping into the fourth quarter of the second half of the year,” said Dr Su. “And I can tell you, customer demand for Helios is extremely strong, and we’re extremely proud of the work that we have done across the leading AI labs to adopt Helios.”
She later added that AMD EPYC “Venice”, the CPU inside Helios, was in production today with record levels of demand.
To emphasise this, she first invited Anthropic Co-Founder and Chief Compute Officer Tom Brown to join her on-stage. “Hard act to follow with Helios,” Brown joked.
“Whenever we’re bringing up a new hardware platform, it’s a big effort. As part of the our thinking about this, we started doing our evaluation of MI355 you guys generously got us to start working. And we expected this to be kind of a big process,” he said.
“Our actual experience was we had one engineer start doing it. They spun it up, they connected it to Claude, asked it, ‘Hey, bring up this machine.’ Left it going over the weekend, and we ended up with a graph of the actual performance of our leading model on it, just going up and up and up over the weekend.”
Brown added: “I think that that’s a testament to the open platform that you guys have made, where anyone, human or AI, can now build real models on your platform.”
Next up: OpenAI’s Head of Infrastructure, Sachin Katti. AMD and OpenAI have been long-term partners, as shown in Katti’s smile as he walked onto the stage.
“So we are all seeing that models are becoming a lot more capable, more agentic, and able to do very long run tasks to let them go, and they just take care of them. And so all that really means is we need to keep scaling compute,” said Katti. “The more compute we scale and throw at training, more capabilities emerge… and the more people want to do with it.”
He added: “This is why we need platforms like yours that can scale with how quickly the capabilities of the models are gaining.”
Like Anthropic’s Co-Founder, Katti emphasised the ground-level partnership between the two companies – not just the bosses getting together, but engineers.
“We got started on MI300 and. and expanded very quickly to 365, and it’s been really fun for our team to see how it was really a positive stack, the networking and everything, and deploy our models running on AMD infrastructure.
“We just got hands on the [with Helios] three months ago, and the collaboration has gone to the next level. Our engineers are working side by side with AMD engineers to optimise the software stack and run GPT-class workloads… we are really excited about the capabilities Helios is already showing us, and we expect that we’ll be deploying Helios at massive scale, starting towards the end of this year, and then accelerating towards 2027.”
