Tag

Helios

All articles tagged with #helios

markets19 days ago•80 min saved

Musk’s Nvidia endorsement spooks AMD while BofA sees big AI upside ahead

AMD stock fell about 7% after Elon Musk endorsed Nvidia as the AI-chip leader, even as AMD posted solid data-center growth and guided Q3 revenue near $13B. Bank of America analyst Vivek Arya said to ignore the quarterly noise and focus on AMD’s longer AI opportunity, with Helios ramp beginning in 2027 and a Buy rating with a $620 target; he also raised 2026–2028 earnings estimates and sees the AI compute market exceeding $2 trillion by 2030, with AMD gaining meaningful share of GPUs and servers (roughly 7–8% of GPUs and 25–30% of CPUs) to push earnings toward the $30s per share by decade end, even if Nvidia remains the leader.

via Benzinga|

#ai-compute-market #amd #bank-of-america

technology1 month ago•23 min saved

AMD Unveils Helios Rack and Open AI Strategy at Advancing AI 2026

AMD’s Advancing AI 2026 keynote previews Helios, a rack-scale AI system uniting MI455X GPUs, Venice CPUs, and Pensando DPUs, with production shipments starting in late 2026 and ramping in 2027; ROCm.AI and an open software stack are pushed alongside partnerships with Anthropic, OpenAI, Meta, Cerebras, Cisco and AT&T to scale agentic AI across data centers. The company projects a $1.4 trillion AI accelerator TAM by 2030 and outlines aggressive CPU/GPU roadmaps (Venice HF, Verano, Zen 6, MI500), along with physical AI devices, emphasizing co-design with customers and an open ecosystem.

via ServeTheHome|

#ai #amd #datacenter

science1 month ago•2 min saved

Cosmic Rays Paint on Film: Balloon-Borne Space Art Experiment

A photography student from Arts University Bournemouth launched sealed film on a high-altitude balloon to the edge of space to capture cosmic radiation directly on the film emulsion, creating abstract celestial images without a camera; the negatives were recovered in Connecticut after the 100,000+ foot ascent, and the HELIOS project aims to push for larger formats and deeper space shots.

via BBC Sky at Night Magazine|

#balloon-payload #cosmic-radiation #film-photography

technology2 months ago•4 min saved

Impulse Space secures $500 million to scale in-space mobility fleet

Impulse Space raised $500 million in a Series D led by 137 Ventures and BANNER VC to dramatically scale production of its Mira maneuverable spacecraft and Helios kick stage, addressing growing demand from civil, commercial, and national-security customers. With total funding now exceeding $1 billion, the company plans Caravan rideshare missions to GEO beginning in 2027, eyes a NASA CLPS 2.0 opportunity for a ~3-ton lunar lander, and intends to accelerate hiring (to about 500 employees) without enlarging facilities in the near term. No IPO plans are indicated.

via SpaceNews|

#helios #impulse-space #mira

market-news4 months ago•17 min saved

AMD’s Long-Term Upside Seen Amid MI450 Roadmap, Says Ruben Roy

AMD shares jumped about 11% after Intel’s earnings commentary reinforced demand for high-performance compute and AI infrastructure; Stifel analyst Ruben Roy remains constructive, highlighting AMD’s next‑generation MI450 and Helios rack‑scale platforms as key growth catalysts and expecting large deployments by hyperscalers like Meta and OpenAI later in 2026, setting up a multi‑year revenue expansion into 2027 with valuation supporting upside as execution unfolds.

via TipRanks|

#amd #helios #hyperscalers

defense-technology2 years ago•1 min saved

Pentagon's Billion-Dollar Investment: Laser Weapons Revolutionize the Battlefield

The Pentagon is investing billions in laser weapons to enhance defense capabilities against a range of threats, from small rockets to ballistic missiles. Laser systems like the Iron Beam and DE M-SHORAD offer infinite interception opportunities, as they can recharge as long as there is electricity. The U.S. Army and Navy are actively testing and prototyping directed-energy systems, signaling a growing interest in the use of laser weapons in the military.

via CNBC|

#de-m-shorad #defense-technology #helios