Speaking on the 2026 third-quarter earnings call, AMD Chair and CEO Lisa Su said deployments of the Helios rack-scale AI system are expected to ramp up significantly in the fourth quarter. She noted that as production scales, OEM and ODM partners—including Lenovo, HPE, Dell, and Supermicro—will begin delivering the related systems. AMD kicked off volume shipments of its MI455X GPUs in the third quarter, and the first Helios racks have already gone live for customers such as Anthropic, Meta, Microsoft, OpenAI, and Oracle, running their models and workloads. With partners starting system deliveries in the fourth quarter, the scale of Helios deployments is expected to expand further.