HPE Stock Gains After Securing Its First AMD Helios Order In $1.2B Deal With Vultr
AI-summarised brief · reviewed before publication
HPE announced a $1.2 billion order from Vultr, the world’s largest privately held cloud infrastructure provider, for its first AMD Helios AI rack‑scale systems. The deal equips Vultr’s U.S. data centers with racks that integrate 72 AMD Instinct MI455X GPUs, AMD EPYC “Venice” CPUs, Pensando Vulcano AI networking cards and ROCm software, all built on HPE’s networking layer, liquid‑cooling technology and deployment services. The configuration is designed for training trillion‑parameter models and high‑volume inference. The order deepens HPE’s partnership with Vultr and Juniper Networks, the latter acquired by HPE in 2025, and follows a three‑year relationship between Vultr and Juniper. HPE shares jumped more than 4 % in pre‑market trading, while peer Dell rose 1 % and AMD slipped 0.8 %.
💡 Why It Matters
- · The contract gives HPE a marquee customer for AMD’s new Helios platform, proving the viability of rack‑scale AI solutions and accelerating HPE’s push into high‑performance cloud infrastructure.
