Helios Is AMD’s First AI System To Rival Nvidia Vera Rubin — We Got An Exclusive, First Look Motogp [6lJcnFEPkUf]

AMD is one of the best performing chip stocks of 2026, following a decade-long comeback in data center chips. Now, its making its biggest competitive move against Nvidia yet. AMDs first rack-scale system for AI, Helios, is shipping later this year - manchester election results and its the worlds first competitor to Nvidias Grace Blackwell and Vera Rubin systems. Now, Microsoft has signed up to use Helios in its data centers, joining other customers Meta, OpenAI and Oracle. But with a price tag of at least $5 million, analysts estimate Helios will cost at least $1 million more than Nvidia Vera Rubin. CNBC got an exclusive first look inside the 7,000 pound behemoth, and sat down with AMD data center and AI leads to ask how its first-generation AI system can compete with Nvidia - and what sets it apart.

Chapters:

2:28 Microsoft, Meta, OpenAI, Oracle

5:16 Proving grounds

8:30 Catching up to Nvidia

12:38 Cost, power, constraints

Produced and Shot by: Katie Tarasov

Edited by: Evan Lee Miller

Camera by: Andrew Evers

Senior Director of Video: Jeniece Pettitt

Animation: Jason Reginato, Emily Park, Alisa Stern

Additional Camera: Jordan Smith

Additional Footage: AMD, Nvidia, Getty Images

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Helios Is AMDs First AI System To Rival Nvidia Vera Rubin We Got An Exclusive, First Look