Logo

AMD CEO Lisa Su unveils ‘best AI rack in the world’

AMD CEO Lisa Su unveils ‘best AI rack in the world’

2026-07-24

AMD CEO Lisa Su has unveiled the company’s newest Helios AI rack, which she boldly calls “the best AI rack in the world.” Built for large-scale AI inference, the system features next-gen components made using TSMC’s cutting-edge 2-nm process. With AMD promising shipments by the end of the third quarter and mass production in the fourth, the battle between Lisa Su and Nvidia CEO Jensen Huang is only heating up.

Lisa Su
AMC CEO
Helios is simply the best AI rack in the world.

AMD CEO Lisa Su has a big announcement: full-scale production for the company’s newest AI rack system, Helios. It was specially designed for large AI model inference and features next-gen MI455X GPUs. For the first time, it’s also equipped with EPYC server CPUs produced with TSMC’s 2 nm processes.

Lisa Su
AMC CEO
We’re talking about 320 billion transistors. This is built with TSMC’s leading 2-nanometer and 3-nanometer process technology.

Helios reportedly is more advanced than Nvidia’s Vera Rubin when it comes to peak performance and high-bandwidth memory capacity. Su stressed that demand was strong, and that shipments would begin in Q3 and in higher volumes in Q4. She said the market for products like these is so big that there’s no single company that can do it all.

Lisa Su
AMC CEO
The only way you’re going to be able to service a market like that is for us to work together as an ecosystem. There’s no one company that can solve it all. And we have never been in a better position to lead.

Chun Hwai Tom Su
Lisa Su’s father
With a rival, you push each other to improve. Without a rival, you can just coast by, and that’s when you stop getting better.

In a recent interview, Su’s father discussed how the rivalry between AMD and Nvidia was conducive to faster developments in AI tech. According to Su, demand for AI inference is exploding, with the AI accelerator market expected to hit US$1.4 trillion by 2030. Taiwanese suppliers in the industry all stand to benefit, no matter how the rivalry plays out.

For more Taiwan news, tune in:
Mon to Fri at 9:30 pm on Channel 152
Tue to Sat at 1 am on Channel 53

#tech #ai #aiinference #technology #amd #nvidia #tsmc #lisasu #jensenhuang

劍指輝達! 發表最新AI機櫃 蘇姿丰:搭載台積電2奈米

2026-07-24

超微執行長蘇姿丰在發表會上,宣布最新AI機櫃系統,還有首度搭載台積電2奈米的伺服器CPU,已全面量產,預計第三季出貨。蘇姿丰更指出,AI推論需求爆發,到了2030年,AI加速器市場將來到1.4兆美元。市場解讀,超微這次劍指輝達,雙雄競爭,台廠都有望受惠。

[[超微執行長 蘇姿丰]]
“Helios,是世界上最好的AI機櫃”

超微執行長蘇姿丰宣布,最新AI機櫃系統Helios全面量產,專門為大規模推論打造,搭載新一代GPU MI455X,以及首度搭載台積電2奈米的EPYC伺服器CPU。

[[超微執行長 蘇姿丰]]
“我們在談的是3200億個電晶體,這是採用台積電領先技術,2奈米和3奈米製程打造而成的”

與揮達的Vera Rubin相比,超微的Helios機櫃,峰值效能、高頻寬記憶體容量都有優勢。蘇姿丰強調,客戶需求非常強,預計在今年第三季尾出貨,第四季放量,也表示市場規模之大,不能單靠一家公司。

[[超微執行長 蘇姿丰]]
“要服務這麼大的市場,唯一的辦法,就是整個生態系一起合作,沒有一家公司可以解決所有問題,而超微從未處於,比現在更好的領先地位”

[[蘇姿丰父親 蘇春槐]]
“有對手的話,兩邊都繼續研發,你沒有對手的話,你覺得沒有壓力,那你就不會進步”

先前蘇姿丰的父親蘇春槐才談到,女兒帶領的超微與黃仁勳的輝達互相競爭,才會讓AI技術發展得更快。蘇姿丰指出,AI推論需求爆發,到了2030年,AI加速器市場將來到1.4兆美元,潛在規模之龐大,不論雙雄如何競爭,都與台廠密切合作,有望受惠。

更多新聞內容,請鎖定:
民視台灣台(152頻道)週一至週五晚上9:30
民視新聞台(53頻道)週二至週六凌晨1:00

Related News

Turtles swim in shuttered nuclear power plant’s water outlet

2026-07-24

Scooters with Tibetan dragon motif on sale in Palace Museum collab

2026-07-24

Residents hand paint their own traffic signage in alley, causing crash

2026-07-24

Thousands nationwide join group searching for painted stones

2026-07-24

Chang Ching-sen quits DPP after Yilan approved to get HSR

2026-07-24

Airsoft shooting competition kicks off to improve defense resilience

2026-07-24

Austrian student who swam in Love River could be fined NT$25,000

2026-07-24

Construction site workers caught harness-free on 3rd floor beams

2026-07-24