- AMD unveiled the Helion data center rack server at the OCP Global Summit in San Jose, Calif., on Monday, Oct 12, 2026.
- Helion is an open OCP rack blueprint for agentic AI and serves as a reference design that partners and clients can use to build platforms.
- The server can be fully equipped with sixth-generation EPYC CPUs or configured with a mix of CPUs and Instinct MI350P GPUs.
- The launch lets AMD compete more directly with Nvidia, which offers its own rack server reference designs such as NVL72.
- AMD stock has risen roughly 182% year to date, outperforming Nvidia's roughly 25% gain over the same period.