Helios Q4 shipment expansion expected, AMD ($AMD)
Original headline헬리오스 4분기 출하 확대 전망, 에이엠디($AMD)
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AMD began revenue shipments of its Helios rack-scale AI systems in the third quarter, with CEO Lisa Su telling the earnings call that fourth-quarter volumes will rise sharply and that the Helios ramp will extend into 2027. Helios is built around Instinct MI450-series GPUs and sixth-generation EPYC CPUs, and Meta has already installed early systems for testing. The timing matters because it marks AMD's push into rack-level AI infrastructure against Nvidia, with the scale-up serving as the key test of whether the MI450 platform can convert hyperscaler trials into volume orders.
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Named in this story
AMD (AMD), Lisa Su, Helios, Meta (META), EPYC, Instinct MI450
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