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Podcast episode · August 05, 2026

AMD Unveils Helios AI System to Challenge Nvidia

AMD has introduced the Helios AI system, a rack-scale solution designed to rival Nvidia's Vera Rubin. With 72 MI455X accelerators per rack and Microsoft as a key customer, Helios is poised to make a significant impact in the AI market. Additionally, the US appeals court's decision to allow Perplexity's AI shopping agent access to Amazon could set a new legal precedent. The World Bank calls for rapid AI adoption in developing countries to boost growth, while Spotify, SpaceX, and Apple report significant developments in their respective sectors. Mistral emerges as a European counterweight to US and Chinese AI dominance, and N-able N-central addresses a critical security breach.

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