AMD 发布 Helios AI 机架系统，对标 Nvidia

芯片制造商AMD正通过其最新硬件发布瞄准竞争对手英伟达：一款旨在满足全球最大AI实验室计算需求的机架级系统。

在周四于旧金山举行、门票售罄的“推动AI前进”大会上，AMD董事长兼首席执行官苏姿丰博士推广了新的AI机架系统Helios——以及其不断增长的客户名单，包括微软——因为公司准备在今年晚些时候发货。苏还推介了公司最新的芯片，这些芯片旨在为对计算需求巨大的AI产业提供动力。

机架系统将许多处理器组合成单一的高性能单元：https://ayarlabs.com/glossary/ai-compute-rack/。它们是为数据中心而建，在那里训练和运行AI模型以及其他计算密集型工作负载。

苏表示，Helios是科技行业“性能最高的AI机架”，并补充说，它是“为在大规模下训练和运行世界上最苛刻的前沿模型而建”。公司称，该系统将由领先的AI公司以千兆瓦级规模部署。

英伟达历来以其Vera Rubin和Grace Blackwell机架级系统：https://techcrunch.com/2026/01/05/nvidia-launches-powerful-new-rubin-chip-architecture/ 主导这一市场。AMD显然希望参与其中。而Helios的性能指标似乎确实给了它一个真正的机会，在多个指标上超越了Vera Rubin，The Register报道：https://www.theregister.com/systems/2026/07/23/amd-attacks-the-rack-with-helios-systems-that-rival-nvidias/5277246。

Helios 于 2025 年发布，并在 2026 年的 CES 展会上展示：https://techcrunch.com/snippet/3080157/amds-helios-rack-weighs-the-same-as-two-compact-cars/。该系统已经拥有包括 OpenAI、Meta、Oracle、Anthropic 和 Microsoft 在内的多个知名客户，这些公司都有计划部署该系统：https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era。微软首席执行官萨蒂亚·纳德拉在周一表示：https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html，公司将使用 Helios 扩展其 Azure 基础设施。与此同时，Anthropic 和 AMD 周三宣布了一项战略合作伙伴关系：https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus，将通过新的机架系统部署高达两千兆瓦的 GPU。

AMD 还于周四推出了其 Venice-X CPU：https://www.tomshardware.com/pc-components/cpus/amds-venice-x-cpu-launches-in-2027-with-1152-mb-of-3d-v-cache-96-cores-and-5-15-ghz-boost-clock-zen-6-cpu-for-high-performance-computing-comes-with-major-pillars-of-venice。该 CPU 面向数据中心设计，用于处理高计算负载。Venice-X 预计将在 2027 年推出。

在发言中，苏对芯片行业的发展轨迹发表了评论，她声称，到 2030 年，驱动 AI 的芯片将成为整体计算市场的重要组成部分。她表示，这是因为行业“在计算需求上看到了一个阶跃变化”，这一变化主要由智能代理 AI 的兴起推动。

“当你让代理执行某个任务时，它实际上有几十个步骤，它必须进行推理，调用工具，访问数据，并且必须反复执行这些步骤直到解决问题，所以你需要大量 GPU 来完成所有这些工作，”这位高管表示。

“我们现在预计，到 2030 年，AI 加速器市场将达到约 1.4 万亿美元，”苏说。“这意味着，到本十年末，AI 加速器市场规模将接近今天整个半导体市场的规模。”

“我们确实预计，GPU将在这一市场占据绝大多数份额，因为这些算法仍处于非常初期的阶段，而且我们仍在持续看到工作负载的变化，这有利于整体硅生态系统中的可编程性，”她补充道。

当您通过我们文章中的链接购买时，我们可能会获得少量佣金：https://techcrunch.com/techcrunch-affiliate-monetization-standards/。这不会影响我们的编辑独立性。

更快地扩展。增加您的投资组合。获得实用经验。不论您的目标是什么，Disrupt都可以赋予您能力。今天最多可节省330美元！

SpaceX发射了新的V3 Starlink卫星，但助推器再次发生故障：https://techcrunch.com/2026/07/24/spacex-launches-new-v3-starlink-satellites-but-suffers-another-booster-failure/ Sean O'Kane：https://techcrunch.com/author/sean-okane/

美国指控一名美国人在边境检查时据称使用“胁迫”密码擦除手机：https://techcrunch.com/2026/07/24/us-accuses-american-of-allegedly-wiping-his-phone-using-a-duress-password-during-border-search/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/

据报道，Anduril正寻求募集资金，估值达1000亿美元，是去年的3倍多：https://techcrunch.com/2026/07/24/anduril-reportedly-in-talks-to-raise-funding-at-100b-valuation-more-than-3x-last-years-mark/ Ram Iyer：https://techcrunch.com/author/ram-iyer/

特斯拉的机器人出租车正在倒退行驶：https://techcrunch.com/2026/07/23/teslas-robotaxis-are-moving-in-reverse/ Sean O'Kane：https://techcrunch.com/author/sean-okane/

Jack Dorsey推出Buzz，面向团队及其AI助手的群聊平台，挑战Slack：https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/

Light推出了一款翻盖手机——它色彩丰富且价格便宜：https://techcrunch.com/2026/07/21/light-is-modernizing-the-flip-phone-with-light-flip/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/

AI 音乐生成器 Suno 数据泄露影响 5500 万用户，据 Have I Been Pwned：https://techcrunch.com/2026/07/21/ai-music-generator-suno-breach-affects-55m-users-per-have-i-been-pwned/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/

Chipmaker AMD is taking aim at competitor Nvidia with its latest hardware release: a rack-scale system designed to power computing needs of the world’s largest AI labs.

At the company’s sold-out Advancing AI conference in San Francisco on Thursday, AMD Chair and CEO Dr. Lisa Su promoted the new AI rack system known as Helios — along with its growing list of customers, including Microsoft — as the company prepares to ship it later this year. Su also pitched the company’s newest chips that are designed to feed the compute-hungry dragon that is the AI industry.

Rack systems combine many processors into a single high-powered unit：https://ayarlabs.com/glossary/ai-compute-rack/. They are built for data centers, where they train and run AI models and other compute-intensive workloads.

Su called Helios the tech industry’s “highest-performance AI rack,” adding that it was “built to train and run the most demanding frontier models in the world at massive scale.” The system will be deployed by leading AI companies at gigawatt-scale, the company said.

Nvidia has historically dominated this market with its Vera Rubin and Grace Blackwell：https://techcrunch.com/2026/01/05/nvidia-launches-powerful-new-rubin-chip-architecture/ rack-scale systems. AMD is clearly looking to get in on the action. And Helios’ performance metrics appear to give it a real chance, beating out Vera Rubin by a number of metrics, The Register reported：https://www.theregister.com/systems/2026/07/23/amd-attacks-the-rack-with-helios-systems-that-rival-nvidias/5277246.

Helios, which was revealed in 2025 and shown onstage：https://techcrunch.com/snippet/3080157/amds-helios-rack-weighs-the-same-as-two-compact-cars/ in January at CES 2026, already has several well-known customers, including OpenAI, Meta, Oracle, Anthropic, and Microsoft, all of which have plans to deploy：https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era the system. Microsoft CEO Satya Nadella said Monday：https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html that the company would expand its Azure infrastructure with Helios. Meanwhile, Anthropic and AMD announced a strategic partnership：https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus Wednesday to deploy up to two gigawatts of GPUs via the new rack system.

AMD also introduced：https://www.tomshardware.com/pc-components/cpus/amds-venice-x-cpu-launches-in-2027-with-1152-mb-of-3d-v-cache-96-cores-and-5-15-ghz-boost-clock-zen-6-cpu-for-high-performance-computing-comes-with-major-pillars-of-venice Thursday its Venice-X CPU, which is designed for data centers and to handle high-computing workloads. The Venice-X is expected to launch in 2027.

During her remarks, Su commented on the trajectory of the chip industry, claiming that, by the year 2030, chips that power AI will become a massive part of the overall computing market. This is because the industry is “seeing a step change in compute demand” driven largely by the rise of agentic AI, she said.

“When you ask the agent to do something, it actually has dozens of steps, and it has to reason, and it has to call tools, and it has to access data, and it has to keep doing it over and over until it solves the problem, and so you need lots of GPUs to do all that,” the executive said.

“We’re now expecting that by 2030, the AI accelerator market is going to reach about $1.4 trillion,” Su said. “What that means is, by the end of the decade, the AI accelerator market is going to approach the size of the entire semiconductor market today.”

“We do expect that GPUs are going to make up the vast majority of that market because the algorithms are still very much in their infancy, and we’re still continuing to see the workloads change, and that favors programmability in the overall silicon ecosystem,” she added.

When you purchase through links in our articles, we may earn a small commission：https://techcrunch.com/techcrunch-affiliate-monetization-standards/. This doesn’t affect our editorial independence.

Scale faster. Grow your portfolio. Gain practical expertise. No matter your goal, Disrupt can empower you. Save up to $330 toda y!

SpaceX launches new V3 Starlink satellites but suffers another booster failure：https://techcrunch.com/2026/07/24/spacex-launches-new-v3-starlink-satellites-but-suffers-another-booster-failure/ Sean O'Kane：https://techcrunch.com/author/sean-okane/

US accuses American of allegedly wiping his phone using a ‘duress’ password during border search：https://techcrunch.com/2026/07/24/us-accuses-american-of-allegedly-wiping-his-phone-using-a-duress-password-during-border-search/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/

Anduril reportedly in talks to raise funding at $100B valuation, more than 3x last year’s mark：https://techcrunch.com/2026/07/24/anduril-reportedly-in-talks-to-raise-funding-at-100b-valuation-more-than-3x-last-years-mark/ Ram Iyer：https://techcrunch.com/author/ram-iyer/

Tesla’s robotaxis are moving in reverse：https://techcrunch.com/2026/07/23/teslas-robotaxis-are-moving-in-reverse/ Sean O'Kane：https://techcrunch.com/author/sean-okane/

Jack Dorsey is taking on Slack with Buzz, a group chat platform for teams and their AI agents：https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/

Light made a flip phone — it’s colorful and it’s cheap：https://techcrunch.com/2026/07/21/light-is-modernizing-the-flip-phone-with-light-flip/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/

AI music generator Suno breach affects 55M users, per Have I Been Pwned：https://techcrunch.com/2026/07/21/ai-music-generator-suno-breach-affects-55m-users-per-have-i-been-pwned/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/