AMD, joined by OpenAI CEO Sam Altman, unveiled its next-generation Instinct MI400 AI chips, set to ship in 2026 as part of the Helios rack-scale system, designed as a unified architecture for thousands of interconnected chips, CEO Lisa Su announced at a San Jose event on Thursday.

AMD, joined by OpenAI CEO Sam Altman, unveiled its next-generation Instinct MI400 AI chips, set to ship in 2026 as part of the Helios rack-scale system, designed as a unified architecture for thousands of interconnected chips, CEO Lisa Su announced at a San Jose event on Thursday.
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AMD used its June 2025 Advancing AI event to outline its next major data-center AI roadmap, previewing the Instinct MI400 series and the Helios rack-scale platform that will combine future MI400 GPUs with EPYC Venice CPUs and Pensando Vulcano networking. AMD said Helios is intended as an open, rack-scale system for large AI deployments, with performance gains aimed at training and inference workloads at hyperscale. The announcement also featured OpenAI participation, with AMD saying OpenAI is among the partners collaborating on its AI ecosystem and roadmap. That matters because it signals AMD’s effort to position the MI400 family and Helios as a direct challenge to Nvidia in the rapidly growing market for integrated AI infrastructure, where customers increasingly buy complete systems rather than standalone chips.

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