- AMD CEO Lisa Su unveiled new AI chips and the Helios AI data center platform yesterday.
- Helios is positioned as the “world’s best AI rack” and will match NVIDIA’s NVL72 by using 72 MI455X accelerators.
- AMD also showed the full Instinct MI400 Series and previewed the next-generation MI500 Series GPUs.
- Executives framed the launch as part of broader industry efforts to scale AI infrastructure and adoption rapidly.
- Analysts mostly recommend buying AMD; price targets include $280 from Stifel, $325 from Benchmark, and $200 from Raymond James, with Stifel noted for 97% historical accuracy.
Yesterday at CES, AMD CEO Lisa Su unveiled the company’s newest AI chips and introduced the Helios AI data center platform to challenge Nvidia in the AI rack market. The announcement aims to expand AMD’s presence in data center AI hardware as demand for training and inference grows.
AMD described Helios as the “world’s best AI rack”, positioning it directly against Nvidia’s NVL systems. Helios will pair 72 of AMD’s MI455X accelerators to mirror the NVL72 configuration, targeting the same high-density data center use cases.
At the event, AMD also unveiled the complete Instinct MI400 Series accelerator portfolio and provided an early preview of the next-generation MI500 Series GPUs. The company framed these products as part of an end-to-end compute foundation to support large-scale AI workloads.
“At CES, our partners joined us to show what’s possible when the industry comes together to bring AI everywhere, for everyone,” said Lisa Su. “As AI adoption accelerates, we are entering the era of yotta-scale computing, driven by unprecedented growth in both training and inference.”
The ongoing AI boom has raised demand for AI-focused CPUs and GPUs used in data centers. Most analysts recommend buying AMD, citing price targets above the current market price: $280 from Stifel, $325 from Benchmark, and $200 from Raymond James. Stifel is noted in the report for a 97% historical price-target accuracy.
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