AMD launched Helios, its first rack-scale AI system, with Microsoft committing to deploy it at scale across Azure and Meta, OpenAI, Oracle and Tata Consultancy Services listed among early customers, marking the chipmaker's most serious challenge yet to Nvidia's dominance in AI infrastructure. The announcement lands as Chinese startup Moonshot AI's newly released Kimi K3 model reignites US debate over export controls and open-weight AI, and as talent platform Mercor rides surging demand from AI labs to explosive revenue growth.
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