AMD plans to launch its Helios rack-scale architecture in 2026 as a direct challenge to Nvidia in the AI infrastructure market, pending successful integration of its next-gen GPUs and processors.

The chip firm's President & CEO Dr Lisa Su talked up its progress in the datacenter, AI, and server businesses during an investor conference call for AMD's third quarter 2025 financial results.

She claimed server CPU revenue reached an all-time high, driven by rapid adoption of AMD's 5th Gen Epyc Turin processors, which accounted for nearly half of overall Epyc revenue during the quarter.

Looking ahead, Su said AMD's datacenter AI business is to enter "its next phase of growth" and customer interest is building ahead of the launch of the next-gen MI400 series GPU accelerators and the Helios rac

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