AMDIn Development
Open rack blueprint for agentic AI, separate from Helios. A CPU-only configuration uses 6th Gen EPYC processors and can hold up to 32,768 Zen 6 cores. An enterprise configuration adds up to 16 Instinct MI350P GPUs as two independent eight-GPU nodes, with up to 102 Tbps of networking. AMD said on 12 October 2026 that partner configurations are under development and planned for November 2026, and that it plans to contribute the specification to OCP. The OCP specification was not found published, and no Helion system was reported shipped.
Latest update Oct 19, 2026
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Partner configurations planned for November 2026. Not an AMD-sold system already shipping, and not the Helios rack.
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AMD's first rack-scale AI system: 72 Instinct MI455X GPUs in 18 Open Rack Wide compute trays, 18 6th Gen EPYC Venice CPUs, Pensando Vulcano 800 AI NICs, UALink-over-Ethernet scale-up and Ethernet scale-out, running ROCm. A rack is specified at up to 2.9 exaflops FP4, 1.4 exaflops FP8, 31 TB of HBM4 and 1.7 PB/s of memory bandwidth. AMD claims up to 30% more inference tokens per dollar, 15% more peak FP4, and 50% more HBM than Nvidia's Vera Rubin NVL72.
AMD's data-center GPU line. MI350-series (CDNA 4), led by MI355X (288 GB HBM3E, 8 TB/s, up to 10.1 PFLOPS MXFP4, 1,400 W TBP), is the generation shipping into 2026 and the volume driver of Instinct revenue. MI400-series (CDNA 5), launched July 23, 2026, splits into MI455X for frontier AI and AI factories (432 GB HBM4, 23.3 TB/s, up to 40 PFLOPS FP4, 320 billion transistors) and MI430X for HPC and sovereign AI (up to 288 TFLOPS FP64). ROCm and ROCm.ai are the software stack.
6th Generation EPYC 9006-series server CPUs on Zen 6, launched at Advancing AI 2026 as the host CPU for Helios and as a general-purpose and agentic-AI server line. Top SKU EPYC 9996 is specified at 256 cores / 512 threads. AMD positions them as the densest x86 CPU for agentic workloads and the CPU that keeps Instinct GPUs fed. Meta is a lead customer; Azure is adding Venice-powered HDv2 and HXv2 VM series.
AMD's client CPU and APU brand, from desktop AM5 chips through Ryzen AI notebooks and Ryzen AI Halo agentic PCs. Client revenue was a record $10.6 billion in 2025 and $3.1 billion in Q2 2026. Recent additions include Ryzen AI PRO 400 Series, Ryzen AI Halo developer systems, 3D V-Cache on Ryzen PRO workstations, and a commitment to support Socket AM5 through 2029.
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SpaceX
Partially reusable two-stage medium-lift launch vehicle. The world's most frequently launched orbital rocket.
SpaceX
Heavy-lift launch vehicle consisting of a strengthened Falcon 9 core with two additional boosters.
SpaceX
Reusable spacecraft for cargo and crew transport to the International Space Station.
SpaceX
Fully reusable super-heavy-lift launch system designed for missions to the Moon, Mars, and beyond. V3 (Block 3) variant with Raptor 3 engines is the production version.
