AMD introduced the "Helios" rack-scale AI platform at the OCP Global Summit, promoting open, efficient infrastructure for AI demands.
Quiver AI Summary
At the OCP Global Summit 2025, AMD unveiled its "Helios" rack-scale design, an open AI reference platform developed in line with the new Open Rack Wide (ORW) standard created by Meta. This innovative platform, powered by AMD Instinct™ GPUs, EPYC™ CPUs, and advanced networking solutions, aims to provide the high performance, efficiency, and scalability necessary for the increasing demands of AI workloads. "Helios" exemplifies AMD's commitment to open, interoperable AI infrastructure and is designed for large data centers, emphasizing quick serviceability and efficient cooling. The platform allows OEMs and hyperscalers to quickly adopt and customize AI systems, promoting collaboration within the OCP community to meet global AI needs effectively.
Potential Positives
- AMD unveiled its “Helios” rack-scale design, which showcases a commitment to open-based AI infrastructure aligned with new industry standards, enhancing its reputation in high-performance computing.
- The integration of AMD Instinct GPUs, EPYC CPUs, and advanced networking in “Helios” positions AMD as a leader in providing scalable and efficient solutions for next-generation AI workloads.
- “Helios” serves as a reference design that allows for rapid adoption and customization by OEMs and hyperscalers, potentially accelerating the deployment of AI systems across the industry.
Potential Negatives
- Lack of specific performance metrics and timelines for the "Helios" platform may leave stakeholders uncertain about its potential impact and market readiness.
- Potential vulnerabilities in the forward-looking statements, as highlighted in the cautionary statement, can undermine investor confidence given the numerous risks associated with product performance and market conditions.
- The reliance on third-party manufacturers and various external factors raises concerns about AMD's ability to consistently deliver its products in a highly competitive market.
FAQ
What is the AMD “Helios” rack-scale platform?
The “Helios” platform is an open-based AI reference design for scalable and efficient AI workloads, featuring AMD's advanced hardware.
How does “Helios” support AI infrastructure?
It provides a unified, standards-based platform combining AMD Instinct GPUs, EPYC CPUs, and networking to support next-generation AI systems.
What specifications does the “Helios” platform adhere to?
“Helios” is developed according to the Open Rack Wide (ORW) specification, promoting interoperability and flexibility in AI infrastructure.
What cooling technology is used in “Helios”?
The platform features quick-disconnect liquid cooling to ensure sustained thermal performance in demanding environments.
What are the benefits of AMD adopting open standards?
Embracing open standards enables faster deployment, better interoperability, and efficient scaling for AI and high-performance computing workloads.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$AMD Congressional Stock Trading
Members of Congress have traded $AMD stock 12 times in the past 6 months. Of those trades, 11 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $150,000 on 08/15, 08/01, 07/30 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 08/07.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $50,000 on 05/15.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/14, 05/05 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $100,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AMD Insider Trading Activity
$AMD insiders have traded $AMD stock on the open market 30 times in the past 6 months. Of those trades, 1 have been purchases and 29 have been sales.
Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months:
- LISA T SU (Chair, President & CEO) has made 0 purchases and 4 sales selling 225,000 shares for an estimated $36,893,351.
- MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 16 sales selling 104,098 shares for an estimated $14,197,903.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 6 sales selling 19,450 shares for an estimated $3,139,293.
- PAUL DARREN GRASBY (EVP & CSO) sold 10,000 shares for an estimated $1,732,100
- PHILIP GUIDO (EVP & Chief Commercial Officer) purchased 8,800 shares for an estimated $999,328
- AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 2 sales selling 3,011 shares for an estimated $670,804.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AMD Hedge Fund Activity
We have seen 1,342 institutional investors add shares of $AMD stock to their portfolio, and 1,058 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 13,526,953 shares (+106.2%) to their portfolio in Q2 2025, for an estimated $1,919,474,630
- VICTORY CAPITAL MANAGEMENT INC added 7,886,163 shares (+651.5%) to their portfolio in Q2 2025, for an estimated $1,119,046,529
- INFINITUM ASSET MANAGEMENT, LLC removed 7,121,800 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $1,010,583,420
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 6,870,480 shares (+inf%) to their portfolio in Q2 2025, for an estimated $974,921,112
- AMUNDI removed 6,355,648 shares (-35.6%) from their portfolio in Q2 2025, for an estimated $901,866,451
- FMR LLC added 5,312,149 shares (+57.5%) to their portfolio in Q2 2025, for an estimated $753,793,943
- BNP PARIBAS FINANCIAL MARKETS removed 3,993,194 shares (-36.5%) from their portfolio in Q2 2025, for an estimated $566,634,228
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AMD Analyst Ratings
Wall Street analysts have issued reports on $AMD in the last several months. We have seen 21 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 10/07/2025
- UBS issued a "Buy" rating on 10/07/2025
- Wells Fargo issued a "Overweight" rating on 10/07/2025
- Jefferies issued a "Buy" rating on 10/07/2025
- HSBC issued a "Buy" rating on 09/09/2025
- Truist Securities issued a "Buy" rating on 08/26/2025
- Mizuho issued a "Outperform" rating on 08/14/2025
To track analyst ratings and price targets for $AMD, check out Quiver Quantitative's $AMD forecast page.
$AMD Price Targets
Multiple analysts have issued price targets for $AMD recently. We have seen 32 analysts offer price targets for $AMD in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Chris Caso from Wolfe Research set a target price of $300.0 on 10/14/2025
- Vijay Rakesh from Mizuho set a target price of $275.0 on 10/13/2025
- James Schneider from Goldman Sachs set a target price of $210.0 on 10/08/2025
- Blayne Curtis from Jefferies set a target price of $300.0 on 10/07/2025
- William Stein from Truist Securities set a target price of $273.0 on 10/07/2025
- Aaron Rakers from Wells Fargo set a target price of $275.0 on 10/07/2025
- Christopher Danely from Citigroup set a target price of $215.0 on 10/07/2025
Full Release
News Highlights:
- At OCP Global Summit 2025, AMD showcased its “Helios” rack-scale design, an open-based AI reference platform aligned with the new Open Rack Wide (ORW) standard contributed to OCP by Meta
- Powered by AMD Instinct™ GPUs, EPYC™ CPUs and AMD Pensando™ advanced networking, “Helios” will deliver the performance, efficiency, and scalability needed for next-generation AI workloads.
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"Helios" underscores the focus from AMD to build the infrastructure needed to meet the world’s growing AI demands.
SANTA CLARA, Calif., Oct. 14, 2025 (GLOBE NEWSWIRE) -- Today at the Open Compute Project (OCP) Global Summit in San Jose, AMD (NASDAQ: AMD) showcased a static display of its “Helios,” rack scale platform for the first time in public. Developed based on the new Open Rack Wide (ORW) specification, introduced by Meta, “Helios” extends the AMD open hardware philosophy from silicon to system to rack, representing a major step forward in open, interoperable AI infrastructure.
Extending AMD leadership in AI and high-performance computing, “Helios” provides the foundation to deliver the open, scalable infrastructure that will power the world’s growing AI demands. Designed to meet the demands of gigawatt-scale data centers, the new ORW specification defines an open, double-wide rack optimized for the power, cooling, and serviceability needs of next-generation AI systems. By adopting ORW and OCP standards, “Helios” provides the industry with a unified, standards-based foundation to develop and deploy efficient, high-performance AI infrastructure at scale.
“Open collaboration is key to scaling AI efficiently,” said Forrest Norrod, executive vice president and general manager, Data Center Solutions Group, AMD. “With ‘Helios,’ we’re turning open standards into real, deployable systems — combining AMD Instinct GPUs, EPYC CPUs, and open fabrics to give the industry a flexible, high-performance platform built for the next generation of AI workloads.”
Built for Open, Efficient, and Sustainable AI Infrastructure
The AMD “Helios” rack scale platform integrates open compute standards including OCP DC-MHS, UALink, and Ultra Ethernet Consortium (UEC) architectures, supporting both open scale-up and scale-out fabrics. The rack features quick-disconnect liquid cooling for sustained thermal performance, a double-wide layout for improved serviceability, and standards-based Ethernet for multi-path resiliency.
As a reference design, “Helios” enables OEMs, ODMs, and hyperscalers to adopt, extend, and customize open AI systems quickly — reducing deployment time, improving interoperability, and supporting efficient scaling for AI and HPC workloads. The Helios platform reflects the ongoing collaboration from AMD across the OCP community to enable open, scalable infrastructure for AI deployments worldwide.
You can read more about “Helios” in our blog here and more about the other contributions to OCP from AMD here .
Supporting Resources
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About AMD
For more than 55 years AMD has driven innovation in high-performance computing, graphics and visualization technologies. Billions of people, leading Fortune 500 businesses and cutting-edge scientific research institutions around the world rely on AMD technology daily to improve how they live, work and play. AMD employees are focused on building leadership high-performance and adaptive products that push the boundaries of what is possible. For more information about how AMD is enabling today and inspiring tomorrow, visit the AMD (NASDAQ: AMD)
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CAUTIONARY STATEMENT
This press release contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD) such as the features, functionality, performance, availability, timing and expected benefits of AMD products including the AMD “Helios” rack scale platform, which are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "would," "may," "expects," "believes," "plans," "intends," "projects" and other terms with similar meaning. Investors are cautioned that the forward-looking statements in this press release are based on current beliefs, assumptions and expectations, speak only as of the date of this press release and involve risks and uncertainties that could cause actual results to differ materially from current expectations. Such statements are subject to certain known and unknown risks and uncertainties, many of which are difficult to predict and generally beyond AMD's control, that could cause actual results and other future events to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements. Material factors that could cause actual results to differ materially from current expectations include, without limitation, the following: competitive markets in which AMD’s products are sold; the cyclical nature of the semiconductor industry; market conditions of the industries in which AMD products are sold; AMD’s ability to introduce products on a timely basis with expected features and performance levels; loss of a significant customer; economic and market uncertainty; quarterly and seasonal sales patterns; AMD's ability to adequately protect its technology or other intellectual property; unfavorable currency exchange rate fluctuations; ability of third party manufacturers to manufacture AMD's products on a timely basis in sufficient quantities and using competitive technologies; availability of essential equipment, materials, substrates or manufacturing processes; ability to achieve expected manufacturing yields for AMD’s products; AMD's ability to generate revenue from its semi-custom SoC products; potential security vulnerabilities; potential security incidents including IT outages, data loss, data breaches and cyberattacks; uncertainties involving the ordering and shipment of AMD’s products; AMD’s reliance on third-party intellectual property to design and introduce new products; AMD's reliance on third-party companies for design, manufacture and supply of motherboards, software, memory and other computer platform components; AMD's reliance on Microsoft and other software vendors' support to design and develop software to run on AMD’s products; AMD’s reliance on third-party distributors and add-in-board partners; impact of modification or interruption of AMD’s internal business processes and information systems; compatibility of AMD’s products with some or all industry-standard software and hardware; costs related to defective products; efficiency of AMD's supply chain; AMD's ability to rely on third party supply-chain logistics functions; AMD’s ability to effectively control sales of its products on the gray market; impact of climate change on AMD’s business; impact of government actions and regulations such as export regulations, tariffs and trade protection measures, and licensing requirements; AMD’s ability to realize its deferred tax assets; potential tax liabilities; current and future claims and litigation; impact of environmental laws, conflict minerals related provisions and other laws or regulations; evolving expectations from governments, investors, customers and other stakeholders regarding corporate responsibility matters; issues related to the responsible use of AI; restrictions imposed by agreements governing AMD’s notes, the guarantees of Xilinx’s notes, the revolving credit agreement and the ZT Systems credit agreement; impact of acquisitions, joint ventures and/or strategic investments on AMD’s business and AMD’s ability to integrate acquired businesses, including ZT Systems; AMD’s ability to complete the sale of ZT Systems’ manufacturing business; impact of any impairment of the combined company’s assets; political, legal and economic risks and natural disasters; future impairments of technology license purchases; AMD’s ability to attract and retain qualified personnel; and AMD’s stock price volatility. Investors are urged to review in detail the risks and uncertainties in AMD’s Securities and Exchange Commission filings, including but not limited to AMD’s most recent reports on Forms 10-K and 10-Q