AMD’s next-generation Instinct MI455X may face delays in production and adoption by end-users, according to a report by SemiAnalysis, a claim that AMD was quick to deny.
By contrast, Nvidia’s Vera Rubin platform for AI data centers may show up on the market earlier than anticipated (according to Evercore, via @halfblindmonkey) as silicon is already in mass production. The company must finalize its AI server and NVL72 VR200 rack-scale solution design and qualify it with customers soon to start volume shipments in order to meet its aggressive claims of platform readiness at CES this year.
“Engineering samples and low volume production of AMD’s first rack scale MI455X UALoE72 system will be in H2 2026 while due to manufacturing delays, the mass production ramp and first production tokens will only be generated on an MI455X UALoE72 by Q2 2027,” the report by SemiAnalysis reads.
“Well, your assessment is still wrong,” wrote Anush Elangovan, corporate vice president of AMD’s software development, in an X post. “On target for 2H 2026.”
AMD’s Helios rack-scale solutions for AI pack 72 Instinct MI455X AI accelerators with 31 TB of HBM4 memory that are designed to deliver 2.9 FP4 exaFLOPS for AI inference and 1.4 FP8 exaFLOPS for AI training. Initially, it was expected that AMD’s first rack-scale AI system will use UALink interconnections for scale-up connectivity to maximize performance. However, it looks like at least initial Helios machines will not use UALink,…
