HPE and AMD collaborate on the "Helios" AI platform, enhancing high-performance computing with advanced networking and supercomputer innovations.
Quiver AI Summary
Hewlett Packard Enterprise (HPE) is partnering with AMD to adopt the new "Helios" architecture, a full-stack AI platform designed for large-scale workloads. This collaboration will integrate specialized HPE Juniper Networking switches alongside AMD's EPYC CPUs and Instinct GPUs to enhance connectivity and performance for AI clusters. The partnership also includes the development of "Herder," a supercomputer to be built on the HPE Cray GX5000 platform, which will utilize AMD's next-generation technologies to support high-performance computing and AI research in Europe. Expected to be operational by the end of 2027, Herder aims to facilitate significant advancements in scientific discovery and computational methods for researchers. HPE plans to deliver the AMD "Helios" AI architecture globally in 2026, highlighting their ongoing commitment to innovation in AI and supercomputing infrastructure.
Potential Positives
- HPE will be one of the first OEMs to adopt the AMD “Helios” architecture, positioning the company at the forefront of AI infrastructure innovation.
- The collaboration with AMD and Broadcom to create a purpose-built networking solution enhances HPE's capabilities in providing high-bandwidth, low-latency connectivity for AI workloads.
- The forthcoming "Herder" supercomputer demonstrates HPE's commitment to advancing high-performance computing and AI research in Europe, reinforcing its status as a leader in the HPC market.
- The introduction of the AMD “Helios” AI Rack-Scale Architecture is set to offer significant performance improvements and flexibility for cloud service providers and enterprises, indicating strong potential for business growth.
Potential Negatives
- HPE is heavily dependent on AMD's new "Helios" architecture and associated technologies, which may pose risks if the platform fails to meet performance expectations or faces delays in deployment.
- The press release indicates potential reliance on third-party manufacturers and suppliers, which could affect HPE's ability to deliver products timely and maintain competitive technology standards.
- The cautionary statement highlights various risks and uncertainties, suggesting that future results may significantly differ from what is being promised in the release.
FAQ
What is the AMD "Helios" architecture?
The AMD "Helios" architecture is an open, full-stack AI platform designed for large-scale AI workloads, combining various AMD technologies.
When will HPE offer the "Helios" AI architecture?
HPE is expected to offer the AMD "Helios" AI Rack-Scale Architecture worldwide in 2026.
What is the purpose of the supercomputer "Herder"?
"Herder" aims to enhance HPC and sovereign AI research by providing world-class performance for AI workloads across Europe.
What advanced technologies does "Helios" integrate?
"Helios" integrates AMD EPYC CPUs, AMD Instinct GPUs, and AMD Pensando networking for optimized performance in AI and HPC environments.
How does "Helios" contribute to AI workload deployment?
The "Helios" architecture simplifies the deployment of large-scale AI clusters, enabling faster solutions and greater infrastructure flexibility.
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 Insider Trading Activity
$AMD insiders have traded $AMD stock on the open market 50 times in the past 6 months. Of those trades, 0 have been purchases and 50 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 26 sales selling 103,006 shares for an estimated $18,362,738.
- FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 10 sales selling 38,900 shares for an estimated $7,600,589.
- JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 7 sales selling 14,506 shares for an estimated $3,045,740.
- PAUL DARREN GRASBY (EVP & CSO) sold 10,000 shares for an estimated $1,732,100
- 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 had revenues of $9.2B in Q3 2025. This is an increase of 35.59% from the same period in the prior year.
You can track AMD financials on Quiver Quantitative's AMD stock page.
$AMD Congressional Stock Trading
Members of Congress have traded $AMD stock 10 times in the past 6 months. Of those trades, 8 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AMD stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 and 2 sales worth up to $30,000 on 10/31, 10/30.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AMD Hedge Fund Activity
We have seen 1,514 institutional investors add shares of $AMD stock to their portfolio, and 1,145 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 14,398,783 shares (+61.8%) to their portfolio in Q3 2025, for an estimated $2,329,579,101
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 6,868,568 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,111,265,616
- PRICE T ROWE ASSOCIATES INC /MD/ removed 6,000,374 shares (-22.8%) from their portfolio in Q3 2025, for an estimated $970,800,509
- FMR LLC removed 5,788,751 shares (-39.8%) from their portfolio in Q3 2025, for an estimated $936,562,024
- JENNISON ASSOCIATES LLC added 3,874,319 shares (+inf%) to their portfolio in Q3 2025, for an estimated $626,826,071
- WELLINGTON MANAGEMENT GROUP LLP added 3,735,807 shares (+335.9%) to their portfolio in Q3 2025, for an estimated $604,416,214
- WINSLOW CAPITAL MANAGEMENT, LLC added 3,448,089 shares (+inf%) to their portfolio in Q3 2025, for an estimated $557,866,319
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 18 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 11/12/2025
- Evercore ISI Group issued a "Outperform" rating on 11/12/2025
- Mizuho issued a "Outperform" rating on 11/12/2025
- Wedbush issued a "Outperform" rating on 11/10/2025
- CICC issued a "Outperform" rating on 11/07/2025
- Stifel issued a "Buy" rating on 11/05/2025
- Rosenblatt issued a "Buy" rating on 11/05/2025
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 29 analysts offer price targets for $AMD in the last 6 months, with a median target of $280.0.
Here are some recent targets:
- Aaron Rakers from Wells Fargo set a target price of $345.0 on 11/12/2025
- Matt Bryson from Wedbush set a target price of $290.0 on 11/12/2025
- Vijay Rakesh from Mizuho set a target price of $285.0 on 11/12/2025
- Suji Desilva from Roth Capital set a target price of $300.0 on 11/12/2025
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 11/12/2025
- Vivek Arya from B of A Securities set a target price of $300.0 on 11/12/2025
- Harsh Kumar from Piper Sandler set a target price of $280.0 on 11/12/2025
Full Release
News Highlights
- HPE will be one of the first OEMs to adopt the AMD “Helios” architecture, an open, full-stack AI platform engineered for large-scale AI workloads.
- HPE will leverage purpose-built HPE Juniper Networking switches in “Helios” in collaboration with Broadcom, to deliver high-bandwidth, low-latency connectivity across massive AI clusters.
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AMD and HPE to power “Herder,” supercomputer built on the HPE Cray GX5000 platform with AMD Instinct™ MI430X GPUs and next generation AMD EPYC™ “Venice” CPUs, advancing HPC and Sovereign AI research across Europe.
SANTA CLARA, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Today, AMD (NASDAQ: AMD) announced an expanded collaboration with HPE to accelerate the next generation of open, scalable AI infrastructure built on AMD leadership compute technologies. HPE will become one of the first system providers to adopt the AMD “Helios” rack-scale AI architecture, which will integrate a purpose-built HPE Juniper Networking scale-up switch – in collaboration with Broadcom – and software for seamless, high-bandwidth connectivity over Ethernet.
“Helios” combines AMD EPYC™ CPUs, AMD Instinct™ GPUs, AMD Pensando™ advanced networking and the AMD ROCm™ open software stack to deliver a cohesive platform optimized for performance, efficiency, and scalability. The system is engineered to simplify deployment of large-scale AI clusters, enabling faster time to solution and greater infrastructure flexibility across research, cloud, and enterprise environments.
“HPE has been an exceptional long-term partner to AMD, working with us to redefine what is possible in high-performance computing,” said Dr. Lisa Su, Chair and CEO, AMD. “With ‘Helios’, we’re taking that collaboration further, bringing together the full stack of AMD compute technologies and HPE’s system innovation to deliver an open, rack-scale AI platform that drives new levels of efficiency, scalability, and breakthrough performance for our customers in the AI era.”
“For more than a decade, HPE and AMD have pushed the boundaries of supercomputing, delivering multiple exascale-class systems and championing open standards that accelerate innovation,” said Antonio Neri, president and CEO at HPE. “With the introduction of the new AMD ‘Helios’ and our purpose-built HPE scale-up networking solution, we are providing our cloud service provider customers with faster deployments, greater flexibility, and reduced risk in how they scale AI computing in their businesses.”
Advancing the Next Era of Industry Standard AI Infrastructure
The AMD “Helios” rack-scale AI platform delivers up to 2.9 exaFLOPS of FP4 performance per rack using AMD Instinct MI455X GPUs, next-generation AMD EPYC “Venice” CPUs and AMD Pensando Vulcano NICs for scale-out networking, all unified through the open ROCm software ecosystem that enables flexibility and innovation across AI and HPC workloads.
Built on the OCP Open Rack Wide design, “Helios” can help customers and partners streamline deployment timelines and deliver a scalable, flexible solution for demanding AI workloads.
This has enabled HPE to integrate differentiated technologies for their customers, specifically a scale-up Ethernet switch and software designed for “Helios.” Developed in collaboration with Broadcom, the switch delivers optimized performance for AI workloads using the Ultra Accelerator Link over Ethernet (UALoE) standard, reinforcing the AMD commitment to open, standards-based technologies.
HPE will offer the AMD “Helios” AI Rack-Scale Architecture worldwide in 2026.
Powering Europe’s Next Generation of HPC and AI Innovation
Herder, a new supercomputer for the High-Performance Computing Center Stuttgart (HLRS) in Germany, is powered by AMD Instinct™ MI430X GPUs and next-generation AMD EPYC™ “Venice” CPUs. Built on the HPE Cray Supercomputing GX5000 platform, Herder will offer world-class performance and efficiency for HPC and AI workloads at scale. The combination of the AMD leadership compute portfolio with HPE’s proven system design will create a powerful new tool for sovereign scientific discovery and industrial innovation for European researchers and enterprises.
“The pairing of AMD Instinct MI430X GPUs and EPYC processors within HPE's GX5000 platform is a perfect solution for us at HLRS,” said Prof. Dr. Michael Resch, Director of HLRS. “Our scientific user community requires that we continue to support traditional applications of HPC for numerical simulation. At the same time, we are seeing growing interest in machine learning and artificial intelligence. Herder's system architecture will enable us to support both of these approaches, while also giving our users the ability to develop and benefit from new kinds of hybrid HPC/AI workflows. This platform will not only make it possible for our users to run larger, more powerful simulations that lead to exciting scientific discoveries, but also to develop more efficient computational methods that are only feasible with the capabilities that such next-generation hardware offers.”
Delivery of Herder is scheduled for the second half of 2027 and it is expected to go into service by the end of 2027. Herder will replace HLRS's current flagship supercomputer, called Hunter.
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) and Hewlett Packard Enterprise (HPE) such as the features, functionality, performance, availability, timing and expected benefits of the AMD “Helios” rack-scale AI architecture, the HPE Cray GX5000 platform, and the expansion and expected benefits the AMD and HPE collaboration, 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 these forward-looking statements 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 the control of AMD and HPE, 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 and HPE products are sold; market conditions of the industries in which AMD and HPE products are sold; the cyclical nature of the semiconductor and data center industries; loss of significant customers; the ability of third-party manufacturers and suppliers to deliver products and components on a timely basis and using competitive technologies; availability of essential materials and manufacturing processes; the ability to achieve expected manufacturing yields; the timely introduction of new products with expected features and performance levels; the impact of government regulations, including export controls and trade policies; and political, economic, or natural events that could affect operations. Investors are urged to review in detail the risks and uncertainties in AMD’s and HPE’s Securities and Exchange Commission filings, including but not limited to AMD’s and HPE’s most recent reports on Forms 10-K and 10-Q.
© 2025 Advanced Micro Devices, Inc. All rights reserved. AMD, the AMD Arrow logo, EPYC, AMD Instinct, ROCm, Pensando, and combinations thereof are trademarks of Advanced Micro Devices, Inc. Juniper is a registered trademark of Juniper Networks, Inc. Hewlett Packard Enterprise and HPE are trademarks of Hewlett Packard Enterprise Company or its affiliates. Other names used herein are for informational purposes only and may be trademarks of their respective owners.