Investing.com — Advanced Micro Devices announced Thursday that its second generation of AI servers designed to compete with Nvidia’s products are in full production and will begin shipping at the end of the third quarter.

CEO Lisa Su revealed that the Helios servers, which contain AMD’s latest MI455X AI accelerator and new Venice central processor, are ready for deployment. Both chips are manufactured by Taiwan Semiconductor Manufacturing Co.

“Helios is in full production,” Su said during her keynote address in San Francisco. “Customer demand for Helios is extremely strong.”

OpenAI’s top computing executive joined Su on stage to announce that the ChatGPT creator plans to start using the Helios racks later this year.

AMD aims to capture market share from Nvidia in the data center chip sector, particularly for inference computing, which processes user queries to chatbots like ChatGPT.

Su said AMD estimates the total computing market will reach $2 trillion by 2030, with $1.4 trillion coming from chips that accelerate AI and $220 billion from central processing units. The company valued the total computing market at $365 billion in 2025.

“Frankly, the only way you’re going to be able to service a market like that is for us to work together as an ecosystem,” Su said. “There’s no one company that can solve it all.”

AMD also announced that its new EPYC processor delivers 20% more performance than Nvidia’s CPU. Su said Venice is in full production with strong customer demand.

The company is collaborating with chip designer Cerebras to provide fast inference through Cerebras Cloud Service.

AMD shares traded roughly 3% lower Thursday following the announcements, paring some of earlier losses.

https://finance.yahoo.com/technology/ai/articles/amd-ceo-says-ai-servers-180733192.html