AMD entered into a full-stack competitive structure with NVIDIA by unveiling the MI455X-based Helios rack-scale AI solution through the 'Advancing AI 2026' event. The key factors include large-scale adoption at the GW level by OpenAI and Anthropic, memory advantage based on HBM4, cost-per-token reduction strategy, and accelerated CUDA to ROCm transition, which directly impact the expansion of AI infrastructure and HBM demand.