ChainCatcher 消息，据 CNBC 报道，AMD 正式推出首款面向人工智能的机架级 AI 系统 Helios，被视为 AMD 对标英伟达 Grace Blackwell 和 Vera Rubin AI 系统的重要产品，并获得微软、Meta、OpenAI、Oracle 等企业客户采用，试图在 AI 基础设施市场向英伟达发起更直接竞争。
微软宣布将在 Azure 数据中心部署 AMD Helios 系统，成为最新一家采用该平台的客户。AMD 表示，Helios 预计将于今年晚些时候开始向客户交付，并用于支持前沿 AI 模型推理、Azure AI 服务以及企业级 AI 应用。
市场分析机构 Futurum Group 数据显示，英伟达目前占据数据中心 GPU 市场超过 95% 的份额，而 AMD 约占 4.5%。分析人士认为，如果 Helios 部署顺利，AMD 未来有机会获得 20%-25% 的市场份额，对应数千亿美元规模的潜在市场空间。
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