
AMD
Instinct GPUs, Helios racks, EPYC CPUs
AMD designs CPUs and GPUs and is NVIDIA's main rival in AI chips. It pioneered building chips from smaller pieces (chiplets). Its Helios rack, backed by a 6 GW OpenAI deal, is its first full-rack AI system.
- OpenAI agreed to deploy 6 GW of AMD GPUs (Oct 2025) and got a warrant for up to 160M AMD shares.
- Helios racks with 72 GPUs launched in 2026. First OpenAI capacity due online in Q4 2026.
- Bought ZT Systems (closed March 2025) to learn how to build whole racks.
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