Advanced Micro Devices (NASDAQ: AMD) is on the cusp of unlocking another wave of AI investment. Releasing Helio rack-scale solutions bypasses numerous AI bottlenecks, enabling increased GPU capacity for hyperscale demand. The outcome will be accelerated data center deployments and capacity, and AMD isn’t the only winner. Like NVIDIA (NASDAQ: NVDA), it has an ecosystem of partners to make it all work, and they are equally well-positioned to benefit. The critical detail is that Helios is on track for initial deliveries this quarter and to ramp in the subsequent quarters, potentially exceeding NVIDIA’s AI surge by a wide margin at its peak.
While NVIDIA’s AI accelerators are well-known for their raw power and computing ability, Advanced Micro Devices took a slightly different route. Focused more on efficiency, MI450’s include superior memory capacity and are well-suited for inference. Inference will be the larger market, far larger than model training and advanced computing, as everyone globally will soon be using it. Everything from search to assistance is turning to AI, and that’s not talking about automation. All require inference to operate and are growing at an exponential rate. Cloudflare (NYSE: NET), a proxy for as much as 20% of Internet traffic, says agentic and non-human traffic are the core growth drivers and account for more than 50% of the net.
