AMD (AMD.US) steps into the era of rack-level AI infrastructure! Teams up with Tianhong Technology (CLS.US) to build the Helios computing power cluster

For AMD, which is striving to erode up to 90% of a certain exchange's share in the trillion-dollar AI core computing cluster sector, Helios is crucial for AMD's revenue and profit prospects. AMD is gradually shifting its competitive focus to cabinet-level systems similar to the NVL72 of a certain exchange. The large-scale launch of the Helios AI computing cluster at the end of 2026 is essentially a direct confrontation with the "rack-level AI infrastructure" of that exchange.