
AMD is launching its new AI rack system, Helios, to compete with NVIDIA's existing systems, emphasizing its performance and scalability for large-scale AI workloads. The system is expected to be deployed by leading AI companies and is marketed as the highest-performance AI rack, with AMD's CEO highlighting its ability to handle demanding AI models. NVIDIA has traditionally dominated the market, but AMD's Helios is anticipated to outperform its competitors in key metrics, and the AI accelerator market is projected to reach $1.4 trillion by 2030, driven by the growth of agentic AI.
Microsoft is simplifying Copilot by combining its consumer and business apps, and dropping AI-generated podcasts, Group Chats, Deep Research, and its Mico character.

Nvidia has a plan to make sure its GPUs won't lose value. It wants to convince a new crop of financiers to keep lending for AI buildouts.

The tech giant has considered a nine-figure budget for the payments, according to the WSJ.
