Helios Platform Reference Design Marks First Step in AI Factory Deployment Schneider Electric and AMD have unveiled a reference design for the AMD Helios rackscale solution, marking a significant milestone in their collaboration to streamline the deployment of high-density AI environments. The design serves as a scalable blueprint aimed at reducing complexity and risk while accelerating the implementation of AI factories. This partnership underscores both companies’ commitment to creating a unified approach for deploying advanced AI infrastructure. The reference design is the first of its kind to support high-density AI workloads on the Helios platform, which leverages AMD Instinct™ MI455X GPUs, 6th Gen AMD EPYC™ CPUs, AMD Pensando™ Vulcano NICs, and the open ROCm™ software ecosystem. AMD Helios is engineered to deliver enhanced AI performance through innovations in compute power, interconnect bandwidth, memory capacity, and system integration. These advancements enable customers to execute larger, more complex AI tasks with improved efficiency and reduced energy consumption. Manish Kumar, Executive Vice President of Secure Power & Data Centers at Schneider Electric, emphasized the importance of the collaboration. He stated that the reference design bridges the gap between cutting-edge AI compute platforms, energy technology, and real-world data center applications. By integrating Schneider Electric’s expertise in power management, cooling, and digital infrastructure with AMD’s AI platform innovations, the design aims to empower customers to deploy scalable, high-density AI environments with greater confidence and speed. Forrest Norrod, executive vice president and general manager of AMD’s Data Center Solutions Business Group, highlighted the shift toward full-scale AI factories.#amd #helios_platform #schneider_electric #amd_instinct_mi455x #amd_epyc_6th_gen
AMD Tops Q2 Earnings Estimates and Provides Strong Outlook, But Leaves Investors Unimpressed AMD reported second-quarter earnings that exceeded analyst expectations, with revenue reaching $11.5 billion and earnings per share (EPS) of $1.66, surpassing the Bloomberg consensus estimates of $11.3 billion in revenue and $1.62 in EPS. The company also raised its third-quarter revenue guidance to a range of $12.7 billion to $13.3 billion, above the $12.5 billion projected by analysts. Despite these positive results, AMD’s stock fell more than 8% following the announcement, indicating investor skepticism. The earnings report highlighted strong performance in key segments. Data center sales surged to $6.7 billion, up from $3.2 billion in the same period last year and exceeding analysts’ expectations of $6.5 billion. The client segment contributed $3.1 billion in revenue, slightly above the $3 billion forecast, while the gaming division generated $779 million, nearly matching the $781 million analysts had anticipated. Additionally, AMD reported capital expenditures of $808 million during the quarter, significantly higher than the previously estimated $298 million. CEO Lisa Su emphasized the company’s momentum, citing growing demand for its Epyc processors, expanding Instinct deployments, and the ramp-up of its Helios platform. She noted that AI is driving a surge in compute demand across all markets, positioning AMD to capitalize on long-term growth opportunities. “We enter the second half with strong momentum as Epyc demand accelerates, Instinct deployments scale, and Helios begins to ramp,” Su stated. However, the stock’s decline reflects broader challenges in the semiconductor industry.#nvidia #amd #lisa_su #philadelphia_semi_conductor_index #helios_platform
