Advanced Micro Devices Inc. (NASDAQ: AMD) introduced AMD Helion on Monday, an open, rack-scale computing platform designed to support agentic artificial intelligence workloads in hyperscale data centers and enterprises.
Built on the company’s Helios architecture, Helion integrates AMD EPYC processors and Instinct GPUs with open software to optimize performance, power consumption, and costs. The platform 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. Helion 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. Several technology companies, including Cisco Systems Inc. (NASDAQ: CSCO), Dell Technologies Inc. (NYSE: DELL), Hewlett Packard Enterprise Co. (NYSE: HPE), Lenovo Group Ltd. (OTC: LNVGY), and Super Micro Computer Inc. (NASDAQ: SMCI), are supporting the platform. Partner-developed configurations are expected to become available in November 2026.
CEO Lisa Su stated 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. (NYSE: TSM), and memory suppliers to secure enough production capacity to meet expected demand. Su noted that AMD is now planning capacity three to five years ahead as customers commit to larger data-center deployments.
AMD Executive Vice President Forrest Norrod highlighted that AI agents create additional demand for traditional processors that handle data and supporting workloads. Norrod stated that the company designed its latest EPYC processor, referred to as the Venice CPU, for this opportunity. AMD reported that Meta Platforms Inc. (NASDAQ: META) has deployed millions of its CPUs, and its processors are reportedly used in AI applications including Muse and OpenAI’s Dot.
Mizuho Securities Managing Director Jordan Klein noted that AMD stands to benefit as large cloud operators increase CPU spending tied to AI. However, Klein also noted that NVIDIA Corp. (NASDAQ: NVDA) could intensify competition as customers consider its Vera CPU and broader data-center platform. Klein also expects Meta to diversify its suppliers, with AMD, NVIDIA, Intel Corp. (NASDAQ: INTC), Qualcomm Inc. (NASDAQ: QCOM), and Alphabet Inc. (NASDAQ: GOOG) (NASDAQ: GOOGL) unit Google among potential providers.
At the time of publication, Advanced Micro Devices shares were trading lower by 2.18% at $594.50.
