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Tom’s Hardware
Tom’s Hardware
Technology
Anton Shilov

AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026'

AMD Nvidia Helios UALink Astera Labs Evercore Semianalysis
AMD AI servers.

AMD's next-generation Instinct MI455X may face delays in production and adoption by end-users, according to a report by SemiAnalysis, a claim that AMD was quick to deny.

By contrast, Nvidia's Vera Rubin platform for AI data centers may show up on the market earlier than anticipated (according to Evercore, via @halfblindmonkey) as silicon is already in mass production. The company must finalize its AI server and NVL72 VR200 rack-scale solution design and qualify it with customers soon to start volume shipments in order to meet its aggressive claims of platform readiness at CES this year.

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