Price impact: 1Direction: upSource: StorageReview
HPE has received its first order for the AMD Helios AI Rack, with cloud provider Vultr committing $1.2 billion to deploy the systems in U.S. data centers, according to StorageReview. The rack-scale platform is built around AMD's 72-GPU MI455X system, with HPE providing infrastructure components. The commitment is a large deployment signal for AI computing capacity and its associated high-bandwidth memory demand, although the supplied report does not state HBM quantities or a memory procurement schedule.
VultrHPEAMDBroadcomAMD HeliosMI455XHBMAI infrastructure
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