AMD Helios gets more interesting if optical interconnect replaces Ethernet for rack-scale-up, analyst says
BenBajarin · x · 2026-08-25
Analyst Ben Bajarin muses on AMD's Helios roadmap: today's MI455 Helios scales across racks over Ethernet, but once AMD adopts optical interconnect for inter-rack scale-up, the shared memory fabric becomes significantly more interesting — implying larger unified memory pools and lower-latency cross-rack access for AI training and inference clusters.
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