BREAKING $AMD Agentic AI Rack At SCALE is out! 🚀 AKA CPUs Dense Rack for Fleets of Agents!🆕🆕🆕 I been talking about this for years & it is HAPPENING Not Financial Advice! DYOR! Today, @AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. AMD's EPYC-powered "dense rack" (primarily the Helios platform with Venice CPUs) is on track for volume availability and deployments in the second half of 2026 (H2 2026). Timeline: Venice production ramp May 2026 Helios Previews/showcases Jan-June 2026 Customers testing Q2-Q3 Vol deployments From H2 2026 Accelerated Ramp Q4 2026 and onward UBS Note is completely false and misleading! Key highlights: ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 1. The Helios AI Rack Platform Venice CPUs are a cornerstone of AMD’s Helios reference design, the company’s flagship open, standards-based rack-scale AI platform. Helios integrates: ~EPYC Venice CPUs for orchestration and CPU-bound services. ~Instinct MI400-series GPUs ( MI455X) for AI acceleration. ~Pensando Vulcano AI networking for high-bandwidth, low-latency scale-out. Each compute node in Helios typically pairs one Venice CPU with four MI455X GPUs, enabling full liquid cooling and extreme density. The platform is on track for multi-gigawatt deployments in the second half of 2026, targeting hyperscalers and large enterprises running production agentic AI 2. Key Performance Advantages for Agentic AI AMD’s analysis normalizes everything to 100 kW racks using dual-processor (2P) servers, focusing on real deployable capacity rather than isolated chip benchmarks. Workloads modeled include: ~SPEC CPU 2017 Integer Rate ~Server-side Java ~NGINX web serving ~Redis / Memcached ~MySQL OLTP (TPROC-C Venice is also projected to maintain strong single-threaded/per-core performance (critical for latency-sensitive database and orchestration tasks), with up to 27% per-core advantage vs. competitors at comparable configurations. Additional benefits include up to 1.6 TB/s memory bandwidth per socket and advanced I/O. Conclusion: AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs. In her recent public remarks and earnings commentary, AMD Chair and CEO Dr. Lisa Su has been clear and bullish: the rapid rise of inference-heavy, agentic AI workloads represents a major inflection point, one that is poised to trigger a steep J-curve acceleration in demand for high-performance CPUs and balanced CPU GPU infrastructure. “We always believed that inference would actually be the driver of AI going forward, and we can now see that inference inflection point,” Su stated. She emphasized that as AI adoption scales from simple chatbots to autonomous agentic systems, which continuously orchestrate tasks, access data, reason over long horizons, and operate in real time the compute requirements shift dramatically. These workloads demand far more CPU resources for orchestration, data movement, caching, databases, and head-node control planes alongside GPU acceleration. This shift is already reshaping the economics of AI infrastructure. The current CPU TAM forecast to more than $500 billion by 2030 where analysts are expecting AMD to be biggest winner. Dr. Su noted that customer demand across cloud and enterprise is running “stronger than expected,” with agentic AI and large-scale inference driving both larger GPU clusters and significantly higher CPU density per rack. The result is a classic J-curve for AMD: modest but visible gains today from 5th Gen EPYC Turin dense racks, followed by a sharp upward trajectory as 6th Gen EPYC Venice and the Helios rack-scale platform (Venice CPUs MI400-series GPUs) ramp in the second half of 2026. With Venice enabling >36,000 CPU cores per liquid-cooled rack and Helios delivering rack-level performance leadership, AMD is positioning itself at the center of the next phase of AI buildout, one where balanced, CPU-rich, open-standards infrastructure becomes the dominant architecture. Dr. Su’s message is confident: the industry is still in the “early innings” of unlocking AI’s full potential, with global compute needing to grow ~100x in the coming years to reach yottascale. For AMD, the combination of leadership in EPYC server CPUs, a strong Instinct GPU roadmap, and open rack-scale solutions like Helios places the company squarely on the steep part of the J-curve. Not Financial Advice! DYOR! AMD Blog Source: amd.com/en/blogs/2026/agenti…

BREAKING $AMD UBS Bullshit Note 🚨🚨🚨 I refused to believe UBS Does not have access to BofA 2026 GLobal Tech Conference Call, Even myself, a Nobody got it on June 3rd 2026. This note from UBS is full of shit and lying bullshit. I been dealing with fake news like this for years, so get used to it. Here is key points from UBS's post-Computex note (June 8-9 2026), after the BofA conference. Nvidia's Timeline: Blackwell leads shipments in 2026–2027; industry checks align with their bullish outlook. AMD's Timeline: The next-gen Helios platform will see motherboard shipments possibly in Q4 2026, but full data-center deployments are likely pushed to late 2027 due to extra testing and integration needs. Ok there has been significant more delay news from the Media on $NVDA Rubin rack for the last 2-3 months. And this has nothing to do with @AMD!!! Dr. Su already said Helios Rack is on track along with other AMD Executives. On BofA Conference call, they said new customers are testing Helios Rack not Existing orders. OpenAI and $META are going to get their Helios Rack in H2 2026 and 4GW in 2027(Implying faster deployment). NOT Late 2027 Bullshit. Not Financial Advice! DYOR! Source: tipranks.com/news/the-gap-re…

I predicted (without any insider knowledge) on an analyst call last week that people would stock up on MI355x.

The Trump administration is committed to WINNING the AI race for the American people. President Trump has unveiled a commonsense national policy framework in order to achieve this goal while keeping Americans safe. 🇺🇸

Jensen: "There are no CPUs in the world that are two times the performance of anything else, besides Vera." He doesn't see Nvidia's CPUs playing in the traditional server CPU market: "That's not the problem we're trying to solve."

Legend thank you. I was wondering if it was just that easy. This is much improved from before when you had to custom compile vllm. Congrats to the team, will give it a try!