AMD “on track” for Helios rack launches, teases MI500s
Lisa Su: "We're getting a lot of input from customers on things to test..."
AMD has made a big shift over the years: from selling graphics cards in shiny cardboard boxes to gamers, to furnishing rack-scale data centre hardware.
In 2026 it expects the “vast majority” of its MI450 series GPUs to be sold as “rack scale solutions” AMD CEO Dr Lisa Su confirmed on an earnings call.
That comes amid rampant demand for compute hardware from cloud providers – which launched more than 500 AMD-based instances in 2025.
HPE and Lenovo have both committed to making data centre-ready “Helios” racks packed with AMD hardware – set to be built to Meta-designed, “Open Rack Wide” (ORW) specifications shared with the Open Compute Project.