AMD Helios vs Nvidia Vera Rubin: Specs, Price, Components (2026)

2026-07-23

AMD Helios (72x MI455X, 31 TB HBM4, ~$5-5.5M) vs Nvidia Vera Rubin NVL72 (3.6 EF FP4, ~$3.5-4M), compared spec by spec and dollar by dollar — with the supply-chain read for $AMD, $NVDA, $MU, $TSM.

More Macroplane supply-chain guides · Baskets · Investment theses · Macro trends

Referenced on this page

• Memory Supercycle basket
• the Rubin roadmap post
• our Micron deep dive
• High Bandwidth Memory trend
• Advanced Semiconductor Packaging
• HBM / Packaging basket
• Photonics / CPO basket
• Networking / Retimers basket
• 800 VDC Architecture basket
• Cooling basket
• AI infrastructure stocks: the full stack, mapped
• Data center stocks: power, cooling, and the buildout
• Co-packaged optics: the interconnect transition