Some pretty BIG news for $AMD today… AMD just unveiled Helion, a new rack-scale infrastructure design built specifically for agentic AI. The platform can support up to 32,768 EPYC CPU cores in a single rack, with configurations that also integrate AMD Instinct GPUs. What I LOVE about this is that AMD is positioning itself to benefit from AI demand beyond just GPUs. As AI agents become more advanced, the demand for CPU compute could become an increasingly important part of the AI infrastructure buildout. Helion configurations are planned for November, and I think this is another VERY bullish development for AMD’s long-term data center opportunity.
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yokwm @realitychecker · 9d
Just a noise
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