AMD expects India GPU-based Helios platform rollout in H2 2026, Pg11

Key Highlights:

• AMD plans to roll out its GPU-based Helios platform in India and other countries in the second half of 2026.
• A single Helios rack integrates 72 interconnected MI455X (AMD GPUs), delivering up to 2.9 exaflops of FP4 compute performance per rack.
• AMD partnered with TCS to co-develop a rack-scale AI infrastructure based on the AMD Helios platform to support India’s national AI initiatives.
• Google, Amazon, Microsoft, Reliance Industries, and Bharti Airtel plan to invest close to $200 billion in new data centers in India.

Detailed Insights:

• The Helios platform aims to leverage the increasing demand for AI and the proposed expansion of data center capacity by major global technology companies.
• The demand for GPUs has significantly increased due to the global surge in Artificial Intelligence applications, with Nvidia currently dominating the market with over 80% market share.
• The AMD-TCS partnership seeks to create an AI infrastructure design based on the Helios platform, supporting India's national AI programs and technological advancements.
• The planned data center investments by major companies like Google, Amazon, Microsoft, Reliance Industries, and Bharti Airtel indicate a substantial growth in India's digital infrastructure.

Scientific/Technical Concepts Involved:

• GPU (Graphics Processing Unit): A specialized electronic circuit designed to rapidly manipulate and alter memory to accelerate the creation of images in a frame buffer intended for output to a display device.
• AI (Artificial Intelligence): The simulation of human intelligence processes by computer systems, including learning, reasoning, and problem-solving.
• Exaflops: A measure of computing speed, representing one quintillion (10^18) floating-point operations per second.
• FP4: A numerical format used in AI for representing data with low precision, optimizing computational efficiency.