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AI Daily Brief — 12 June 2025

The biggest single AMD AI day in the company’s history. Lisa Su unveiled MI350 (288GB HBM3e — more memory than NVIDIA B200) and previewed Helios for 2026. Altman put OpenAI explicitly behind MI450. Oracle committed to 131,072 MI355X. And separately, Meta closed its $14.3B Scale AI deal — triggering same-day customer flight from Google and OpenAI.

Top stories

  • AMD launches Instinct MI350/MI355X at Advancing AI 2025. Up to 4x generational AI compute gain, 35x faster inference, 288GB HBM3e (vs NVIDIA B200’s 192GB), 40% better tokens-per-dollar than competing solutions. via AMD
  • AMD previews Helios rack-scale system with MI400 GPUs. Double-wide rack built around the upcoming MI400 (20 PFLOPS FP8, 432GB HBM4, 19.6 Tbps memory bandwidth) plus Zen 6 EPYC Venice CPUs and Vulcano NICs. Delivers 2.9 EFLOPS FP4 inference and 1.4 EFLOPS FP8 training per rack. Built on Meta’s OCP Open Rack design. Ships 2026. via Tom’s Hardware
  • AMD launches ROCm 7 with 3.5x inference and 3x training uplift. 3.8x on DeepSeek R1, 3.2x on Llama 3.1 70B. Adds FP4/FP6/FP8 support, MoE optimisations, first-class Windows support. GA Q3 2025. via AMD
  • Sam Altman joins Lisa Su on stage, commits OpenAI to MI400. Surprise appearance. Said OpenAI is already running workloads on MI300X and is ‘extremely excited for the MI450,’ calling its memory architecture ‘great for inference’ and an ‘incredible option for training.’ via CNBC
  • Oracle commits to zettascale clusters with up to 131,072 MI355X GPUs. OCI among the first to adopt AMD’s open rack-scale AI infrastructure. Meta, Microsoft, xAI, Cohere, HUMAIN, Red Hat, Astera Labs and Marvell detailed as MI350 partners on stage.
  • Meta takes 49% non-voting stake in Scale AI for $14.3B. Valuing the data-labelling startup at over $29B — one of the largest AI deals on record. Structured to sidestep antitrust scrutiny. via TIME
  • Alexandr Wang exits Scale AI for Meta superintelligence unit. Scale co-founder/CEO confirmed leaving to join Meta’s new ‘superintelligence’ unit; stepped down as CEO but remained on the board. CSO Jason Droege named interim CEO. via CNBC
  • Google and OpenAI begin pulling work from Scale AI. Google moved to abandon a ~$200M annual contract with Scale AI; OpenAI began winding down work — over fears of leaking strategic information to a Meta-aligned supplier. via R&D World
  • Mistral Magistral technical report on arXiv. arXiv:2506.10910. Details a pure-RL pipeline that lifted AIME-24 pass@1 by 50% over Mistral Medium 3.
  • AMD sets 2030 rack-scale energy goal: 20x efficiency. Exceeded its five-year 30x energy-efficiency target (delivering 38x with MI350). Set a new 2030 goal: a typical AI model that today needs 275+ racks could be trained in fewer than one rack by 2030.

Who shipped

AMD ran the most coordinated chip+software+ecosystem day in its history. Meta and Scale AI closed one of the biggest AI deals on record. OpenAI publicly diversified its silicon roadmap.

Open-source pulse

ROCm 7 open-source GA in Q3. AMD’s Helios is built on Meta’s OCP Open Rack design — the rack-scale AI hardware itself is open-standard. Supermicro shipped MI350-based AI server platforms (liquid-cooled and air-cooled) same day.

Money, infra & hardware

The combination of AMD MI350 launch, Helios MI400 preview, Oracle’s 131,072-MI355X commitment, and OpenAI’s MI400 commitment puts AMD in the most credible alternative-to-NVIDIA position since Hopper.

Quiet corners

No major Anthropic, Google or xAI model release dated Jun 12. Disney/Universal vs Midjourney lawsuit kept landing in national press.

By the numbers

  • 288GB HBM3e — MI350 memory (vs NVIDIA B200 192GB)
  • 2.9 EFLOPS FP4 / 1.4 EFLOPS FP8 — Helios rack inference / training
  • 432GB HBM4 / 19.6 Tbps — MI400 spec
  • 3.5x / 3x — ROCm 7 inference / training uplift vs ROCm 6
  • 131,072 — Oracle MI355X cluster size
  • $14.3B / 49% / $29B+ — Meta Scale stake / share / valuation
  • ~$200M — Google’s now-abandoned Scale AI annual contract
  • 20x by 2030 — AMD rack-scale energy goal
  • Most-mentioned company: AMD

Compiled by AI Feed’s editor from verified web sources for 12 June 2025.