AMD Chairman and CEO Lisa Su stated during the Q3 2026 earnings call that the deployment of Helios rack-mount AI systems is expected to increase significantly in Q4. When discussing delivery progress, she specifically mentioned that as production ramps up, OEM and ODM partners such as Lenovo, HPE, Dell, and Supermicro will begin delivering related systems. According to Su, AMD began mass delivery of MI455X GPUs in Q3, and the first Helios racks from customers such as Anthropic, Meta, Microsoft, OpenAI, and Oracle are already operational, hosting their models and workloads. In Q4, as partners begin system deliveries, the scale of Helios deployment is expected to expand further. (Cailian Press)
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