Advanced Micro Devices Inc. (NASDAQ: AMD) announced the introduction of AMD Helion, an open, rack-scale computing platform designed to support agentic artificial intelligence workloads in hyperscale data centers and enterprises. The platform is built on the company’s Helios architecture and combines AMD EPYC processors, Instinct GPUs, and open software to help customers optimize performance, power consumption, and costs.
Helion offers flexible configurations, including a CPU-only rack powered by sixth-generation AMD EPYC processors that supports up to 32,768 cores. An integrated configuration combines EPYC processors and Instinct MI350P GPUs for enterprise AI workloads. The platform also features a token router that directs AI agents' requests across frontier and open-source models.
AMD plans to contribute Helion’s specifications to the Open Compute Project. Partner-developed configurations are expected to become available in November 2026. Industry support for the platform includes Cisco Systems Inc., Dell Technologies Inc., Hewlett Packard Enterprise Co., Lenovo Group Ltd., and Super Micro Computer Inc.
AMD Executive Vice President Forrest Norrod stated that AI agents are creating additional demand for traditional processors that handle data and supporting workloads. The company designed its latest EPYC processor, referred to as the Venice CPU, for this opportunity. AMD noted that Meta Platforms Inc. has deployed millions of its CPUs, and its processors are reportedly used in AI applications including Muse and OpenAI’s Dot.
CEO Lisa Su indicated that AMD plans to substantially increase chip supply in 2027 after expanding production capacity throughout 2026. The company is working with Foxconn, Taiwan Semiconductor Manufacturing Co. Ltd., and memory suppliers to secure production capacity. Su stated that there is very high demand for the next several years and that AMD is now planning capacity three to five years ahead.
Mizuho Securities Managing Director Jordan Klein noted that AMD is likely to benefit as large cloud operators increase CPU spending tied to AI. However, Klein also noted that NVIDIA Corp. could intensify competition as customers consider its Vera CPU and broader data-center platform. AMD shares were trading lower by 2.18% at $594.50 at the time of publication.
