The End of the GPU Era? AMD's Helios and OpenAI Strategy

AMD did something it has never done before. Not another GPU — an entire AI rack. 72 GPUs, its own CPUs, its own networking, built to run as one machine. They call it Helios. OpenAI is now buying Helios at scale. At the same time, it's building its own AI chip. Chapters: 0:00 AMD's Helios rack, explained 0:38 Why one GPU isn't enough 1:37 Nvidia's NVLink moat 2:46 Inside Helios: 72 GPUs, 31TB of memory 3:33 UALink vs NVLink 5:13 Microsoft and Oracle bet big on Helios 5:57 Why OpenAI is building