AMD held its Advancing AI conference in San Francisco on Thursday, where CEO Lisa Su promoted the Helios rack-scale AI system slated for shipment later this year to customers including Microsoft, OpenAI, Meta, Oracle, and Anthropic [TechCrunch]. The system was first revealed in 2025 and previously shown at CES 2026, positioning AMD against Nvidia's Vera Rubin and Grace Blackwell platforms [TechCrunch]. The sold-out event reflects reported market interest in AMD's hardware offerings.