- AMD expanded its AI hardware lineup with Helion rack designs, targeting customers who run AI agents separately from GPU inference.
- The biggest specification is a CPU-only rack with 32,768 CPU cores built on sixth-generation EPYC processors, alongside a combined design pairing EPYC CPUs with Instinct MI350P GPU nodes.
- Partner configurations are expected in November, and AMD plans to contribute the Helion specification to the Open Compute Project.
- Cestrian rates AMD at Hold as the stock tracks up through its Markup Zone, with a top-out range of $678-$823.
- AMD reported Q2 FY12/26 revenue of $11,536m, up 50% year over year, with Data Center at $6,718m, or 58% of the total.
- Management guides Q3 FY12/26 revenue to $12.7bn to $13.3bn, a midpoint 41% above the prior-year quarter.
Quotes
“The biggest specification is 32,768 CPU cores in a single rack.”
“We continue to rate AMD at Hold as the stock tracks up through our Markup Zone.”