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AI & Enterprise
AMD to ship first rack-scale AI system Helios by year-end; Microsoft joins as new customer
AMD will begin shipping its first rack-scale artificial intelligence system, Helios, to customers from late this year, CNBC reported on July 20. Microsoft is joining as a new customer and plans to use Helios in its data centres for frontier model inference, customer AI workloads and Azure AI services. AMD said Helios integrates GPUs, CPUs, networking and software, and will use MI400-series GPUs and EPYC CPUs.
AI & Enterprise
Anthropic model access block gives impetus to sovereign AI debate
A debate in India’s technology industry over reducing reliance on foreign AI has intensified after Anthropic blocked access to its latest AI models, Mythos and Fable, following a U.S. government directive, TechCrunch reported. Anthropic said it would halt access to the Fable5 and Mythos5 models for foreign nationals. Indian founders and executives said the move highlights inequality in access to top AI and renewed calls for sovereign AI and open-source alternatives.
AI & Enterprise
Global AI money shifts to Taiwan, South Korea, putting India\'s top 5 stock market status at risk
Global investors are moving money out of India and into Asian markets seen as major beneficiaries of artificial intelligence infrastructure, raising the risk that India’s stock market could fall out of the world’s five largest for the first time in 3 years. India’s weight in the MSCI Emerging Markets index has declined and foreign investors have recorded net outflows in 2026. Taiwan and South Korea have attracted inflows, while Indian IT services stocks have come under pressure.
