AMD now highlights Helios, a full rack-scale AI platform combining EPYC Venice CPUs and MI450 series GPUs, rather than the MI300X it emphasized in its October 29, 2024 call. On its August 4, 2026 call, management said Anthropic will deploy up to 2 gigawatts of MI450 series GPUs in Helios, with the first gigawatt starting in the first half of 2027. The Data Center segment brought in $16.6 billion in fiscal 2025, or 48.0% of revenue, and in fiscal Q2 2026 data center revenue grew 107% to $6.7 billion. Helios is not yet included in reported figures, as initial shipments were expected to begin later in the third quarter, so investors are partly paying for a product with no reported sales. The article says the shift looks more reassuring than concerning and points to data center revenue for fiscal Q3 2026, expected in November 2026, as the key figure to watch.
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AMDartificial intelligencedata centerssemiconductors
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/23/2026 | 210.96 |
| Change that session | -0.59% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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