Helion

Headlines · 2

1. 3d
   AMD's Lisa Su: 2026 is the real 'year of AI inference'

   In an Oct. 12 keynote at the 2026 Open Compute Project Global Summit, AMD CEO Lisa Su called this year the real "year of AI inference," saying inference should account for about 60% of the market and that agentic workloads are exploding. She said AMD has raised its CPU market forecast three times in the past nine months and expects roughly 50% compound annual growth over the next four to five years, with the CPU total addressable market exceeding $200 billion by 2030, while the data center AI accelerator market approaches $1.5 trillion. She also said AMD began shipping Helios production systems in September — the report's related links refer to Helion — with first deployments at OpenAI, Meta, Microsoft, Oracle and Anthropic data centers, and output expanding from Q4 into the first half of next year.

   IT之家 AI · 🔥 0
2. 5d
   AMD unveils Helion agentic AI rack blueprint with up to 32,768 Zen 6 CPU cores

   AMD announced Helion at the OCP summit, a rack-scale reference design built on the Open Compute Project's ORv4 spec and the open-platform approach of its Helios rack, pitched as an open blueprint for agentic AI rather than a system it will sell itself. A CPU-only configuration can hold up to 128 of AMD's 256-core sixth-generation EPYC "Venice" (Zen 6) processors, reaching 32,768 cores for hyperscalers, while a mixed configuration supports up to 16 Instinct MI350P GPUs and 102 Tbps of networking for enterprise deployments. AMD says it will contribute the specification to OCP, with Dell, HPE, Lenovo, Supermicro and Foxconn among partners developing systems planned for November 2026, though one report points to first-half 2027 availability and no pricing was disclosed.

   Tom’s Hardware · 🔥 0

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