AMD used its Advancing AI event in San Francisco, held July 22-23, to lay out the next phase of its AI hardware push. CEO Lisa Su said the company’s rack-scale AI system Helios has entered full production and will begin shipping soon. OpenAI’s infrastructure chief said the company expects to deploy AMD Helios at scale, while OpenAI also plans to work with AMD on the MI500 series of AI chips and later products. Su also said AMD is working with chip design company Cerebras to deliver high-speed inference through Cerebras’ cloud service. That joint offering is expected to come to market later this year. AMD and Cerebras plan to combine Helios GPU server racks with Cerebras wafer-scale chips for AI inference. CNBC noted that Su had projected the AI accelerator market at $500 billion by 2028 a year ago, and the latest outlook now puts the market by the end of this decade at roughly the size of today’s entire semiconductor industry, with GPUs expected to account for most of it.
AMD announced new details around its AI hardware roadmap at its Advancing AI conference in San Francisco on July 22-23, with CEO Lisa Su saying the rack-scale AI system Helios has entered full production and will begin shipping soon.
At the event, OpenAI’s head of infrastructure said the company expects to deploy AMD Helios at scale. OpenAI also plans to work with AMD on the MI500 series of AI chips and follow-on products.
Su said AMD is also partnering with chip design company Cerebras to provide high-speed inference through Cerebras’ cloud service. The joint product from AMD and Cerebras is scheduled to reach the market later this year.
The offering will combine AMD Helios GPU server racks with Cerebras wafer-scale chips in an AI inference system.
CNBC said that a year ago, Su had projected the artificial intelligence accelerator market would reach $500 billion in 2028. Under AMD’s latest forecast, by the end of this decade that market would be roughly comparable in size to today’s entire semiconductor market. Su said GPUs are expected to make up most of that total.
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