IJR News — today's news from every sideAMD Helios Debuts on Azure, Expands Anthropic DealsTech — Jul 20, 2026AMD unveiled Helios, its first rack-scale AI system, as a bid to challenge Nvidia, with Microsoft, Meta, OpenAI and Oracle among early customers and plans to ship to customers in the second half of 2026 for Azure deployment. Helios combines Instinct MI455X GPUs, Venice CPUs, Pensando networking and ROCm software, and will power frontier-model inference in Azure, with two new Venice-based VM series and expanded Pensando DPUs to scale cloud AI workloads. Nvidia launches Spectrum-6 for AI data centersTech — Jul 21, 2026Nvidia unveiled Spectrum-6, a 102.4 Tbps Ethernet platform for the Vera Rubin AI supercomputer, doubling capacity to speed training and inference for large-scale AI workloads, with early adopters including CoreWeave, Microsoft, Nebius, SpaceXAI, and Tesla. The announcement saw Nvidia stock rise about 2%, while AMD touted its rival Helios Rackscale Solution with Microsoft and other big players joined by Meta, OpenAI, and Oracle. 
