AMD Begins Helios Rack Production, Launches Venice CPUs, Seeks China Deals
AMD has more than doubled off its 52-week low of $149.22.
Summary
AMD has started production of its Helios racks, packing up to 72 Instinct MI455X GPUs and 6th-gen EPYC Venice CPUs with 31 TB HBM4 per rack, targeting Azure deployments in H2 2026. The Venice CPUs are now in full production, offering higher thread density and improved throughput per watt for data-center AI workloads. Separately, AMD is pursuing 1–2+ year supply deals with Chinese data-center buyers to lock in server CPU volumes amid ongoing shortages. This follows a string of strong demand signals, including a recent 2 GW partnership with Anthropic and Q2 CPU revenue guidance of over 70% year-over-year growth. The Helios ramp and Venice launch solidify AMD's AI infrastructure push, while the China supply deals could secure a critical growth channel.
At the time of this announcement, AMD was trading at $548.84 on NASDAQ in the Technology sector, with a market capitalization of approximately $880B. The 52-week trading range was $149.22 to $584.73. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Wiseek News.