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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

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

老虎证券老虎证券2026/03/17 07:39
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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.
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