一、产品/技术事件回顾 Product/Technology Event Review
On July 23, 2026, AMD officially launched the Helios rack-scale AI platform and Instinct MI455X GPU at Advancing AI 2026, directly challenging NVIDIA's system-level dominance in AI infrastructure. NVIDIA continued showcasing its Vera Rubin NVL72 platform and AI production tools at SIGGRAPH 2026 the same week. Both giants shifted competition from single GPUs to entire racks, marking a new "rack-as-system" era.
Why it Matters
AI workloads are shifting from training to inference, and Agentic AI extends task chains making operational cost the primary consideration. Rack-scale AI system choices will directly impact infrastructure costs.
DECISION
Cloud providers should evaluate both Helios and NVL72. Enterprises with >60% inference workloads may pilot Helios in H2 2026; risk-averse enterprises should stick with NVL72.
PREDICT
Rack-scale competition will drive token costs down. AMD's open strategy may win favor with hyperscalers, but NVIDIA ecosystem lock-in remains strong. 2027 will be the critical validation year.
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