AMD’s Helios rack update repeats the same Samsung HBM4 supply story
rohanpaul_ai · x · 2026-07-25
This reply repeats the same reported AMD hardware update: Samsung is close to signing an HBM4 contract for Helios, AMD’s rack-scale AI server.
- Helios bundles 72 Instinct MI455X GPUs and 18 Epyc Venice CPUs into one steel rack.
- The system includes networking and software inside the box, pushing a rack-as-a-product model.
- The memory comparison remains the main headline: 432GB per MI455X GPU versus 288GB on Nvidia’s Rubin.
Related event: AMD Nears HBM4 Supply Deal with Samsung for Helios(2 posts)→
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