NVIDIA and AMD are taking different approaches to AI infrastructure, but both are moving toward open hardware standards through OCP.
NVIDIA is contributing its Vera Rubin rack and compute tray designs, focusing on cooling, power delivery, and easier deployment.
AMD's Helion targets agentic AI with CPU-heavy and hybrid CPU+GPU rack configurations, including designs with up to 32,768 EPYC cores.
As AI infrastructure scales, the focus is expanding beyond GPU performance to how entire systems are designed, built, and maintained.