AMD embraces Meta-backed Open Rack Wide form factor with new MI450-powered Helios racks - Oracle is the first big client with a 50,000 GPU commitment, with more to come
AMD’s Helios rack blends Meta’s ORW standard and MI450 GPUs, promising open AI infrastructure as Oracle commits massive GPU resources. [...]
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Nvidia Rubin's rack-scale encryption signals a turning point for enterprise AI security
Nvidia's Vera Rubin NVL72, announced at CES 2026, encrypts every bus across 72 GPUs, 36 CPUs, and the entire NVLink fabric. It's the first rack-scale platform to deliver confidential computi [...]
How an Oregon court became the stage for a $115,000 showdown between Meta and Facebook creators
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AMD is investing $5 billion in Anthropic and deploying 2 gigawatts of Helios GPUs to run Claude
AMD and Anthropic announced a strategic partnership on Tuesday that commits AMD to invest up to $5 billion in Anthropic and deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in Helios racksca [...]
Oracle converges the AI data stack to give enterprise agents a single version of truth
Enterprise data teams moving agentic AI into production are hitting a consistent failure point at the data tier. Agents built across a vector store, a relational database, a graph store and a lakehous [...]
AMD’s Helios puts 72 GPUs and 31 terabytes of HBM4 in one rack. It is AMD’s answer to Nvidia’s NVL72.
AMD’s Helios is a single rack containing 72 Instinct MI455X GPUs, 31 terabytes of HBM4 memory, and 2.9 exaflops of FP4 inference compute. It is AMD’s first rack-scale AI system and its direct answ [...]
Nvidia introduces Vera Rubin, a seven-chip AI platform with OpenAI, Anthropic and Meta on board
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that includes Ant [...]
FOMO is why enterprises pay for GPUs they don't use — and why prices keep climbing
Enterprises can't fix their GPU waste problem because the fix makes the problem worse. Releasing idle capacity would improve utilization, but the same shortage driving GPU prices up is exactly wh [...]