AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer
In the first quarter of 2026, data centers made up the majority of AMD's revenue, up 57% year over year. AMD told CNBC that it plans to book tens of billions in data center AI revenue starting in 2027, the majority coming from Helios.In data center CPU market share, Intel remains the clear leader, but AMD has steadily been gaining ground. This CPU leadership sets AMD apart from Nvidia, which launched its first server CPU in 2021 and shifted strategies to renew focus on the chips this year.'A very different AMD'Norrod called Helios "our baby," as he showed CNBC the system's core chips.
- ▪In the first quarter of 2026, data centers made up the majority of AMD's revenue, up 57% year over year.
- ▪AMD told CNBC that it plans to book tens of billions in data center AI revenue starting in 2027, the majority coming from Helios.In data center CPU market share, Intel remains the clear leader, but AMD has steadily been gaining ground.
- ▪This CPU leadership sets AMD apart from Nvidia, which launched its first server CPU in 2021 and shifted strategies to renew focus on the chips this year.'A very different AMD'Norrod called Helios "our baby," as he showed CNBC the system's c
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| Original publisher | CNBC — Top |
| Canonical URL | https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html |
| Publication time | Mon, 20 Jul 2026 13:00:01 GMT |
| Retrieval time | 2026-07-20T13:09:46.922Z |
| Last seen | 2026-07-20T13:09:46.922Z |
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In the first quarter of 2026, data centers made up the majority of AMD's revenue, up 57% year over year. AMD told CNBC that it plans to book tens of billions in data center AI revenue starting in 2027, the majority coming from Helios.In data center CPU market share, Intel remains the clear leader, but AMD has steadily been gaining ground. This CPU leadership sets AMD apart from Nvidia, which launched its first server CPU in 2021 and shifted strategies to renew focus on the chips this year.'A very different AMD'Norrod called Helios "our baby," as he showed CNBC the system's core chips.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at CNBC — Top.
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