Four months after Nvidia unveiled its Vera Rubin AI infrastructure, AMD has countered with its sixth-generation Epyc CPUs and the Helios rack-scale AI solution, powered by its new Instinct MI455X GPUs. She explained that the shift to agentic AI is fueling significant growth in the AI infrastructure market. AMD’s Epyc CPUs are purpose-built to handle AI, HPC, and enterprise workloads with tailored performance for diverse needs. While AMD is competing with Nvidia in GPUs and rack-scale systems, Nvidia is taking on AMD in CPUs. Epyc GainsDuring the keynote, Su said AMD’s Epyc CPUs reached 46% revenue share of the server market last quarter with more than 60% of the Fortune 100 running on Epyc.