Researchers from Peking University, ByteDance, and Canva developed Helios, a 14B-parameter video generation model that runs at 19.5 FPS on a single H100 GPU while cutting inference costs roughly 100x …
Reactor has emerged from stealth with $59 million to build a platform for real-time interactive video powered by AI world models, offering developers sub-50ms latency and pay-as-you-go pricing. The pl…
AMD's Helios GPU, the Instinct MI455X, packs 432 GB of HBM4, 23 TB/s of HBM bandwidth per GPU, and 40 PFLOPs of FP4 compute, according to AMD's product brochure. A new educational blog post builds a l…
AMD unveiled its Helios rack-scale AI system at its Advancing AI 2026 conference on July 23, a fully integrated rack packing 72 Instinct MI455X GPUs and 18 6th Gen EPYC "Venice" CPUs with up to 2.9 ex…
ByteDance is building AI systems for real-time spatial video generation, making world models a top AI priority for 2026. The company's Seed research team released Seedance 2.5 on July 31, featuring 30…
AMD's general manager of its data center GPU business, Andrew Dieckmann, said the company's first rack-scale AI system, Helios, is designed to challenge Nvidia's dominance by offering openness and cus…
AMD detailed the system architecture of its MI400 series Instinct accelerators at Hot Chips 2026, centering on the Helios rack-scale platform built from the 96-core EPYC Venice CPU, Instinct MI455X GP…
AMD detailed the Instinct MI400 series GPU architecture at Hot Chips 2026, highlighting the MI455X silicon with 432 GB of HBM4 memory, 23.3 TB/s bandwidth, and a peak MXFP4 performance of 40.26 petafl…
Microsoft's Azure AI revenue relies on OpenAI for roughly 70% of its AI revenue, prompting the company to diversify through in-house MAI models, new chip deals with AMD, and partnerships with Mistral …
AMD reported record revenue of $11.54 billion for Q2 2026, with Data Center revenue of $6.72 billion up 107% year over year, while NVIDIA reported $82 billion in quarterly revenue with Data Center rev…
Nvidia paid $20 billion in late 2025 to license Groq's technology and hire its founder and top engineers, AMD announced on August 6 it is acquiring Taalas, and Cerebras went public in May at a $66 bil…
Cerebras Systems unveiled its rack-scale CS-4 platform powered by three WSE-3 Turbo chips, claiming performance up to 30 times faster than GPU-based rivals. The CS-4 delivers 750 petaflops of sparse F…
Data Center Knowledge's most-read hardware stories from July through mid-August 2026 highlight an infrastructure-first phase of AI buildouts, with energy, minerals, and networking taking center stage.…
AWS is pairing its Trainium chips with Cerebras CS-3 systems to split transformer inference into prefill and decode phases, with Trainium handling prefill and Cerebras handling decode, shipping as a p…
Oracle shares surged more than 5% to $153.28 on Wednesday after the company announced a multiyear partnership with Quantinuum to deploy its Helios quantum computer in an Oracle Cloud Infrastructure da…
Cerebras Systems CEO Andrew Feldman announced a partnership with AMD on July 23, combining Cerebras' Wafer-Scale Engine with AMD's Helios rack systems to create a disaggregated inference solution targ…
Galaxy Digital's Helios campus in Dickens County, West Texas, has gone live as an AI and high-performance computing facility, with Phase I delivering 133 MW of critical IT load to anchor tenant CoreWe…
Oracle has announced a multiyear agreement to deploy Quantinuum's Helios quantum computer inside Oracle Cloud Infrastructure data centers, enabling enterprise customers to run hybrid quantum-AI worklo…
AMD's Instinct MI455X accelerator, unveiled at the 2026 Advancing AI event, introduces the CDNA 5 architecture, delivering 4x peak FP4/FP8 matrix performance and 2x other compute versus the MI355X, bu…
Oracle Corp. announced a multi-year partnership with Quantinuum to deploy the Helios quantum computer in a US-based Oracle Cloud Infrastructure (OCI) AI data center, offering enterprise customers acce…