Helios rack-scale AI platform starts shipping at the end of Q3 2026 and ramps sharply in Q4, with further increases into 2027.
Anthropic committed to deploy up to 2 gigawatts of MI450-series GPUs in Helios, with the first gigawatt starting in the first half of 2027.
Microsoft will deploy Helios at scale on Azure for frontier model inferencing across Microsoft, its AI customers and Azure AI services.
Sixth-generation EPYC Venice platforms are on track for OEM launches and leading cloud deployments beginning later in 2026.
AMD raised its server CPU growth outlook, expecting server revenue to grow more than 80% year-over-year in the second half of 2026 and more than 70% in 2027.
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