EpisodeFriday, July 24, 2026 · 21 min
$episode№077·date2026-07-24·duration21 min·turns130
AMD Ships Helios, Bets the AI Rack on Open Standards Over Nvidia
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AMD Ships Helios, Bets the AI Rack on Open Standards Over Nvidia
10 sources · quality 4.5/5
AMD's Helios rack ships into production today, betting on open standards instead of Nvidia's closed fabric, while NetBox Labs' new integrations turn out to be read-only and Cisco reboots zero trust around AI agents. Plus a forty-four-year-old routing-math record falls, and our Friday Week in Review on the month's agentic trust-boundary thread.
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Transcript
130 turns · ~16 min read
HOST A
Welcome to Amaze Networks for Friday, July twenty-fourth.
HOST B
Can I jump in? Because AMD just tried to end Nvidia's free run at the top of the AI rack market, and I want to talk about it before we do anything else today.
HOST A
Go for it.
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