AMD announced an expanded collaboration with Hewlett Packard Enterprise, which will become one of the first system providers to adopt AMD's new "Helios" rack-scale AI architecture. [1, 4, 7] The open platform combines AMD's EPYC CPUs, Instinct GPUs, and Pensando networking to simplify the deployment of large-scale AI clusters. HPE plans to offer the "Helios" system globally in 2026. [4, 11] The partnership also includes powering the new "Herder" supercomputer for the High-Performance Computing Center Stuttgart in Germany with AMD processors and GPUs. [4, 7, 12] This news coincides with cloud provider Vultr expanding its own AI infrastructure with an additional 24,000 AMD Instinct MI355X GPUs, signaling growing customer adoption of AMD's AI technology. [2, 6] The announcement drew positive reactions from analysts. TD Cowen reiterated its buy rating on AMD, naming it a "Best Idea for 2026" and citing the upcoming Helios platform as a key inflection point for the company's growth in the AI compute market. [6, 10] The firm suggested the stock's recent price weakness presented an attractive entry point for investors. [6]