Celestica to Build Helios AI Switches with AMD; Frore Raises $143M at $1.64B Valuation
Nvidia unveiled Groq 3 LPUs and Vera CPU racks claiming 35-fold throughput per megawatt and 10-fold revenue gains, escalating AI inferencing competition for AMD. Celestica partnered with AMD to produce networking switches for Helios AI platform and Frore Systems raised $143 million at $1.64 billion valuation, offering liquid cooling for AMD chips.
1. Nvidia Unveils Groq 3 LPUs and Vera CPU Racks
Nvidia introduced its Groq 3 language processing unit and standalone Vera CPU server racks, showcasing the Groq 3 LPX platform that pairs 128 LPUs with Vera Rubin NVL72 racks to deliver up to 35× throughput per megawatt and 10× revenue potential. This intensifies competitive pressure on AMD’s AI inferencing lineup as data centers seek higher performance-per-watt for trillion-parameter models.
2. Celestica Partners with AMD on Helios AI Platform Switches
Celestica entered a strategic partnership to design and manufacture custom networking switches for AMD’s Helios rack-scale AI platform, leveraging Open Compute Project standards. The collaboration targets optimized large-scale AI cluster deployments across cloud and enterprise sectors, improving interoperability and power efficiency.
3. Frore Systems Raises $143 Million at $1.64 Billion Valuation
Frore Systems secured $143 million in Series D funding at a $1.64 billion valuation to expand its liquid-cooling solutions for high-performance semiconductors. With products already compatible with AMD processors, the company aims to scale production and support AI data centers grappling with power and thermal challenges.