AMD CEO Lisa Su on partnerships following the launch of Helios, its first rack AI system

Market Dynamics - Technology companies are engaging in multi-gawatt scale MI450 deployments, including major players like OpenAI and Meta [1] - Strategic deployment partnerships are expanding, marked by the collaboration with Anthropic for up to 2 gigawatts of MI450 in Helios scheduled for the first half of 2027 [1] Industry Competitiveness - Helios hardware systems deliver 10% to 15% plus higher performance compared to competing alternatives [1] - Hardware solutions provide enhanced cost-efficiency for customers, offering up to a 30% benefit in terms of tokens per dollar [1]