Reports
AI-generated structured vendor updates
AMD
Other
2026-07-24
AMD Helios Rack Challenges NVIDIA NVLink with Open UALoE Interconnect
At Advancing AI 2026, AMD launched the Helios rack with 72 MI455X GPUs, 18 Venice EPYC CPUs, and Pensando networking, claiming 30% higher inference token/$ vs NVIDIA NVL72. It introduced UALoE open interconnect to break NVLink lock-in, partnering with Cerebras, Cisco, and major AI firms.
AMD
Other
2026-06-12
AMD Backs All-Instinct GPU Cloud: TensorWave's $350M Series B Signals NVIDIA Ecosystem Breakout
TensorWave closes $350M Series B led by Magnetar and AMD Ventures at $1.55B valuation. The cloud is exclusively built on AMD Instinct GPUs (MI300X to MI455X), targeting memory-intensive AI workloads to offer a viable alternative to NVIDIA CUDA lock-in and validate ROCm software stack maturity in production.