By Simply Wall St
Publication Date: 2025-12-09 05:08:00
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In early December 2025, Vultr revealed that it is building an AI supercluster in Springfield, Ohio, using 24,000 AMD Instinct MI355X GPUs, while AMD separately announced an expanded collaboration with HPE around its “Helios” rack-scale AI platform powered by EPYC CPUs and next-generation Instinct GPUs.
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Together, these moves highlight how AMD’s AI roadmap is starting to anchor full-stack and rack-scale deployments in cloud providers and supercomputing centers, rather than just supplying standalone accelerators.
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We’ll now examine how Helios’ rack-scale push and Vultr’s MI355X supercluster deployment could reshape AMD’s broader investment narrative.
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To own AMD, you need to believe that its data center and AI roadmap can translate major wins into sustainable, profitable growth, despite intense competition and a rich valuation. Development of Vultr’s 24,000 GPU MI355X and…
