AMD's not done. 2026 is their comeback year. #amd #MI455X #SemiAnalysis

If Nvidia is Goliath, this company would be David. At least I'm sure that's what AMD would like to hear. AMD is the second major player in the GPU space and 2026 could be a turning point, if MI455X and the Helios rack are on time. MI455X is based on the new CDNA5 architecture and packs 320 billion transistors into a mix of 12 2nm and 3nm logic chiplets, connected via advanced 3.5D packaging. But the biggest selling point could be the massive memory setup. MI455X comes with 432 GB of next-gen HBM4 and with a bandwidth of almost 20 TB/s. If you want to know how AMD is challenging Nvidia, check out the SemiAnalysis article on AMD's AI strategy. It not only offers a deep dive into MI455X, but also explains The Helios Rack Architecture. It's definitely worth a read, I'll drop a link in the video description below.