Advanced Micro Devices, Inc.: Data center mix shifted sharply to majority of revenue

Advanced Micro Devices, Inc. 2026 Q2: Helios rackscale AI platform ramps with MI450 and Pensando networking

• Helios was launched combining EPYC Venice CPUs, MI450-Series GPUs, Pensando networking, and ROCm software.
• AMD claimed Helios delivers up to 15% more throughput at the same rack power and up to 30% more tokens per dollar versus the competition (as stated).
• Management said customer pull is very strong and tracking ahead of the initial forecast.
• Initial shipments were described as on track to begin later this quarter and ramp through the fourth quarter and into 2027.
• AMD stated it plans to launch a new rack scale AI platform every year, with 2027’s platform using MI500 series GPUs, Verano CPUs, and expanded copper/optical interconnect domains.