SemiAnalysis — AMD Helios vs NVIDIA Vera Rubin: double-wide racks and where the rack-level constraints bite

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SemiAnalysis — AMD Helios vs NVIDIA Vera Rubin: double-wide racks and where the rack-level constraints bite

Physics-down look at the next accelerator generation's rack architecture — power delivery and storage emerging as rack-level co-constraints alongside compute. Ground truth for the watts-per-rack thesis while the tape panics about model releases.

Open on X SemiAnalysis (@SemiAnalysis_)
SemiAnalysis✓ @SemiAnalysis_
Jul 14

AMD Helios. NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event. @dylan522p sat down with @Supermicro_SMCI Chief Business Officer Vik Malyala for a wide-ranging conversation. Full interview below. (1/3)🧵pic.x.com/G8nBcO9O8vv

Why it's worth your time

Physics-down look at the next accelerator generation's rack architecture — power delivery and storage emerging as rack-level co-constraints alongside compute. Ground truth for the watts-per-rack thesis while the tape panics about model releases.

2 events