AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (Katie Tarasov/CNBC)

OpenAINVIDIAOn-device

Heat trend

Collecting trend data

The percentage is based on available heat signal, not comment count or independent people.

Why it matters

This covers generation capability or on-device inference progress — worth tracking for model efficiency, deployment cost, and application openings.