AMD says its newest AI server is in full production, will ship in months

SAN FRANCISCO - Advanced Micro Devices’ second generation of AI servers, which aim to compete against Nvidia’s flagship products, are in full production and will start shipping in the coming months, chief executive Lisa Su said on July 23.

The Helios servers will contain AMD’s latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan Semiconductor Manufacturing Company. During Su’s keynote address in San Francisco, OpenAI’s top computing executive joined Su to say that the ChatGPT creator plans to start using the Helios racks later this year.

“Helios is in full production,” Su said, adding that shipments are slated to start at the end of the third quarter. “Customer demand for Helios is extremely strong.”

AMD is attempting to capture market share from Nvidia in the fast-growing data centre chip sector, especially for inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI’s ChatGPT.

Su said AMD thinks the total computing market will hit US$2 trillion by 2030, with US$1.4 trillion of that from chips that speed up AI and US$220 billion of it from central processing units (CPUs), an area in which it has long competed against Intel and that Nvidia has entered. The total computing market was worth an estimated US$365 billion in 2025, according to AMD’s estimates.

“Frankly, the only way you’re going to be able to service a market like that is for us to work together as an ecosystem,” Su said. “There’s no one company that can solve it all.”

AMD shares dipped 4 per cent.

The drop likely reflected overall weakness in the US stock market and a selloff of semiconductor stocks, said Jacob Bourne, an analyst at Emarketer.

Data centre hardware unveiling

This week, Nvidia released a spate of technical details about its Vera CPU, which aimed to show that the chip, when combined with Nvidia’s Rubin graphics processing unit (GPU), will do the best job at maximising how much work AI agents can do with a given amount of electricity.

In San Francisco, hundreds of executives and engineers gathered to take in technical presentations and mingle on a showroom floor. During Su’s keynote, Sachin Katti, the vice president of Compute Strategy at OpenAI, said the company was embracing AMD’s new hardware.

“We expect that we’ll be deploying Helios at massive scale starting towards the end of this year, and then accelerating throughout 2027,” Katti said. Katti added that OpenAI plans to use AMD’s next generation of MI500 AI chips.

In October 2025, AMD announced a multi-year ‌deal ⁠with OpenAI that would also bring in tens of billions of dollars in annual revenue while giving the ChatGPT creator the option to buy up to roughly 10 per cent of the chipmaker.

On July 22, AMD announced plans to sell up to two gigawatts of its Instinct MI450 chips to AI lab Anthropic beginning in the first half of 2027. The deal also includes an investment of as much as US$5 billion in the Claude maker. On July 23, Tom Brown, an Anthropic co-founder, joined Su during her keynote to say that Claude had been able to set up AMD’s AI servers on its own, over a weekend.

“Anyone, human or AI, can now build real models on your platform,” Brown said.

AMD displayed the Helios data centre rack amid booths from cloud computing providers such as Vultr and TensorWave. Both cloud providers operate data centres with AMD hardware.