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AMD (AMD) announced on Tuesday that it is expanding its partnership with HPE (HPE) focused on delivering high-performance, scalable solutions for research, cloud, and enterprise environments.
HPE will deploy AMD’s new “Helios”, an open, full-stack AI platform engineered for large-scale AI workloads.
The AMD “Helios” platform integrates AMD EPYC CPUs, AMD Instinct GPUs, AMD Pensando networking, and the ROCm open software stack to create a unified system optimized for speed, efficiency, and adaptability.
HPE will implement custom Juniper Networking switches developed in partnership with Broadcom to ensure high-bandwidth, low-latency connectivity for expansive AI clusters.
AMD stock traded over 1% higher in Tuesday’s premarket. However, on Stocktwits, retail sentiment around the stock shifted to ‘bearish’ from ‘bullish’ territory the previous day, while message volume shifted to ‘low’ from ‘normal’ levels in 24 hours.
The Helios system offers up to 2.9 exaFLOPS of FP4 compute per rack, leveraging AMD Instinct MI455X GPUs and next-generation EPYC “Venice” CPUs. HPE plans to make the Helios AI rack-scale architecture available internationally starting in 2026.
“With the introduction of the new AMD ‘Helios’ and our purpose-built HPE scale-up networking solution, we are providing our cloud service provider customers with faster deployments, greater flexibility, and reduced risk in how they scale AI computing in their businesses,” said Antonio Neri, president and CEO at HPE.
In Germany, HPE and AMD are powering Herder, a new supercomputer at the High-Performance Computing Center Stuttgart (HLRS). Built on the HPE Cray GX5000 platform, Herder is designed to support both sovereign AI research and industrial innovation.
Scheduled for delivery in the second half of 2027, Herder will replace the HLRS’s current flagship supercomputer, Hunter.
AMD stock has gained over 86% in 2025 and over 58% in the last 12 months.
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