{"id":2603,"date":"2026-07-23T17:37:32","date_gmt":"2026-07-23T17:37:32","guid":{"rendered":"https:\/\/americanhomejournals.com\/?p=2603"},"modified":"2026-07-23T17:37:32","modified_gmt":"2026-07-23T17:37:32","slug":"amd-takes-a-shot-at-nvidia-by-betting-on-ais-next-big-shift","status":"publish","type":"post","link":"https:\/\/americanhomejournals.com\/?p=2603","title":{"rendered":"AMD takes a shot at Nvidia by betting on AI’s next big shift"},"content":{"rendered":"
\n

AMD is making a bet about the future of AI: one chip shouldn’t rule them all.<\/p>\n

CEO Lisa Su announced Thursday that AMD is teaming up with chip startup Cerebras on a new approach to AI inference, which is the process of generating responses from AI models.<\/p>\n

Read more AI \u2018kill switch\u2019 bill unveiled as OpenAI hack raises alarms<\/a><\/p>\n

Increasingly, chipmakers are pursuing “disaggregated inference,” which splits workloads across different types of hardware. AMD’s partnership with Cerebras shows the company is betting big on this approach.<\/p>\n

Traditionally, the same hardware handled both processing a prompt and generating an answer. AMD argues those are fundamentally different jobs. Helios, its latest server system, is designed to process huge volumes of requests, whereas Cerebras’ giant, wafer-sized chip specializes in generating near-instantaneous responses.<\/p>\n

The partnership will bring Helios into Cerebras’ data centers later this year.<\/p>\n

Demand for chips from companies like AMD, Nvidia, and Broadcom has skyrocketed in the AI boom. Nvidia dominates chip design for AI training, and the competition has intensified as AI companies shift focus from training models to putting them to work.<\/p>\n

The AMD and Cerebras pact aligns with a broader shift that analysts say is already underway, with UBS writing in June that the limitations of current architectures “are driving a shift toward disaggregated inference.”<\/p>\n

UBS wrote that Nvidia \u2014 through its integration of AI hardware startup Groq \u2014 and Amazon Web Services are also pursuing similar setups to improve efficiency and lower costs. That said, UBS wrote that disaggregated inference presents new challenges around “orchestration” \u2014 or getting different chips to work together seamlessly.<\/p>\n

Read more Instagram is now banning pickup artists and pranksters who use Meta glasses<\/a><\/p>\n

At Advancing AI, AMD unveiled Helios, its latest server system that bundles several types of AI chips, which is its answer to Nvidia’s Vera Rubin NVL72 rack. AI labs and cloud giants using AMD’s infrastructure include OpenAI, Meta, Microsoft, Oracle, and Anthropic, with which AMD announced a multibillion-dollar infrastructure partnership on Wednesday.<\/p>\n

AMD also used the event to take direct aim at Nvidia, claiming that Helios delivers up to 30% more inference tokens per dollar than Nvidia’s Vera Rubin NVL72 rack.<\/p>\n

“Every Helios can deliver more performance for the largest models, more capacity for longer context, and the bandwidth to scale across thousands of racks,” Su said Thursday at AMD’s Advancing AI event.<\/p>\n

Have a tip? Contact this reporter via email at <\/em>gweiss@businessinsider.com<\/u><\/em> or Signal at @geoffweiss.25. Use a personal email address, a nonwork WiFi network, and a nonwork device; here’s our guide to sharing information securely.<\/em><\/p>\n

Read more OpenAI is trying to conquer the office. Legal is next.<\/a><\/p>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

AMD is betting the future of AI won’t rely on a single chip, unveiling a Cerebras partnership and new Helios system to challenge Nvidia.<\/p>\n","protected":false},"author":1,"featured_media":2602,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2603","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-interesting"],"yoast_head":"\nAMD takes a shot at Nvidia by betting on AI's next big shift - American home journals<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/americanhomejournals.com\/?p=2603\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AMD takes a shot at Nvidia by betting on AI's next big shift - American home journals\" \/>\n<meta property=\"og:description\" content=\"AMD is betting the future of AI won't rely on a single chip, unveiling a Cerebras partnership and new Helios system to challenge Nvidia.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/americanhomejournals.com\/?p=2603\" \/>\n<meta property=\"og:site_name\" content=\"American home journals\" \/>\n<meta property=\"article:published_time\" content=\"2026-07-23T17:37:32+00:00\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=2603#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=2603\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/#\\\/schema\\\/person\\\/a3bb30439d8074c26cddd2e4af7af957\"},\"headline\":\"AMD takes a shot at Nvidia by betting on AI’s next big shift\",\"datePublished\":\"2026-07-23T17:37:32+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=2603\"},\"wordCount\":458,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=2603#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/americanhomejournals.com\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/8edbb6b178ffa936b947007a241b6264.webp\",\"articleSection\":[\"Interesting\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/americanhomejournals.com\\\/?p=2603#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=2603\",\"url\":\"https:\\\/\\\/americanhomejournals.com\\\/?p=2603\",\"name\":\"AMD takes a shot at Nvidia by betting on AI's next big shift - 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