AMD unveils Helios open rack-scale AI platform at OCP summit

SANTA CLARA - AMD (NASDAQ:AMD), the $351 billion semiconductor giant whose stock has surged 129% in the past six months according to InvestingPro, showcased its new Helios rack-scale design platform at the Open Compute Project (OCP) Global Summit in San Jose on Tuesday, introducing an open-based AI reference platform aligned with the new Open Rack Wide (ORW) standard contributed to OCP by Meta.

The Helios platform integrates AMD Instinct GPUs, EPYC CPUs, and AMD Pensando advanced networking technologies to support next-generation AI workloads. Built on the double-wide rack specification optimized for power, cooling, and serviceability needs of AI systems, Helios is designed to meet the demands of gigawatt-scale data centers.

"Open collaboration is key to scaling AI efficiently," said Forrest Norrod, executive vice president and general manager of AMD’s Data Center Solutions Group. "With Helios, we’re turning open standards into real, deployable systems." The company’s focus on AI infrastructure comes as it maintains strong financial health, with InvestingPro data showing 27% year-over-year revenue growth and robust liquidity metrics.

The platform incorporates open compute standards including OCP DC-MHS, UALink, and Ultra Ethernet Consortium architectures, supporting both open scale-up and scale-out fabrics. It features quick-disconnect liquid cooling for sustained thermal performance and standards-based Ethernet for multi-path resiliency.

As a reference design, Helios enables original equipment manufacturers, original design manufacturers, and hyperscalers to adopt and customize open AI systems, potentially reducing deployment time and improving interoperability.

The announcement represents AMD’s extension of its open hardware philosophy from silicon to system to rack level, according to the company’s press release statement. The platform is positioned as a foundation for delivering scalable infrastructure to support growing AI computational demands. For deeper insights into AMD’s valuation and growth prospects, including 15+ additional ProTips and comprehensive financial analysis, visit InvestingPro.

In other recent news, Oracle and AMD have announced plans to deploy a significant AI supercluster powered by 50,000 AMD Instinct MI450 Series GPUs starting in the third quarter of 2026. This initiative expands their partnership and will incorporate AMD’s next-generation EPYC processors and Pensando networking technology. Meanwhile, AMD has been in the spotlight with its recent deal with OpenAI, prompting Mizuho to raise its price target for AMD to $275 and TD Cowen to increase their target to $270, both maintaining positive ratings. Moody’s has also upgraded AMD’s rating to A1, reflecting strong multi-year revenue and earnings growth prospects due to increased data center GPU demand from the OpenAI partnership.

In another development, Wolfe Research upgraded Monolithic Power Systems’ stock rating from Peerperform to Outperform, setting a price target of $1,200. The upgrade is based on a projected conservative path to earnings per share of $24 or higher by 2027. These developments indicate significant strategic moves and positive analyst sentiments for both AMD and Monolithic Power Systems in the technology sector.

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