
New collaboration brings Open Rack Wide and first Venice-MI430X powered supercomputer into view.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works .
(Image credit: AMD) AMD and HPE are expanding their long-running partnership with a new agreement that will bring the AMD Helios rack-scale AI architecture into HPE’s product portfolio from 2026 onward. This will give Helios its first major OEM backer and position HPE to ship complete 72-GPU AI racks built around next-generation Instinct MI455X accelerators, new EPYC “Venice” CPUs, and an Ethernet-based scale-up fabric developed with Broadcom.
Helios has been AMD’s reference design for an open rack-level AI platform since its introduction earlier this year. It uses Meta’s Open Rack Wide mechanical standard and combines MI450-series GPUs, Venice CPUs, and Pensando networking hardware inside a liquid-cooled, double-wide chassis.
AMD has targeted up to 2.9 exaFLOPS of FP4 compute per rack with the MI455X generation , along with 31TB of HBM4 and a scale-up topology that exposes every GPU as part of a single pod. HPE will implement that design with a purpose-built HPE Juniper switch that supports Ultra Accelerator Link over Ethernet. The switch is the result of a collaboration with Broadcom and forms the backbone of the system’s high-bandwidth GPU interconnect.
Micron teams up with TSMC to deliver HBM4E, targeted for 2027
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/hpe-adopts-amd-helios-rack-architecture-for-2026-ai-systems#main
- https://www.tomshardware.com
- ASRock releases new Intel motherboard with support for both DDR4 and DDR5 memory — The "H610 Combo" features both types of DIMM slots, but you can't mix generat
- NVIDIA Partners With Mistral AI to Accelerate New Family of Open Models
- Nvidia reinstates 32-bit PhysX support for RTX 50 series as part of its latest Game Ready driver rollout — 9 titles included in initial release
- HBM undergoes major architectural shakeup as TSMC and GUC detail HBM4, HBM4E and C-HBM4E — 3nm base dies to enable 2.5x performance boost with speeds of up to 1
- Get a 9800X3D and RX 9070 XT prebuilt gaming PC for just $2,199 — Skytech's hi-spec offering also comes with 2TB of SSD storage and 32GB of DDR5
Informational only. No financial advice. Do your own research.