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HPE reportedly lands $1.2 billion order to deploy AMD AI racks with its networking gear for Vultr

A post says the order is for cloud company Vultr and pairs AMD AI racks with HPE networking gear.

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5 Sources, 17h ago, first seen 17h ago

TLDR

A post says HPE scored a $1.2 billion order to deploy AMD AI racks with HPE networking gear for cloud company Vultr.

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54.1K

5 Sources, first seen 17h ago

215 likes17 comments92 saves27 reposts
Featured Source

Combined views

54.1K

5 Sources, first seen 17h ago

215 likes17 comments92 saves27 reposts

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5 Sources

@MikeLongTermBREAKING $HPE Secures Its First $AMD Helios Order in $1.2 Billion Deal With @Vultr 🆕🚀🚀🚀 SUNNYVALE, Calif.--(BUSINESS WIRE)--HPE (NYSE: HPE) today announced a $1.2 billion order from Vultr, the world’s largest privately-held cloud infrastructure company, to deploy AMD Helios™ AI Rack by HPE systems at Vultr’s cloud data center locations in the United States. It is HPE's first order for the new AMD Helios system, which features purpose-built HPE Networking scale-up switching and software. HPE and AMD will support Vultr’s effort to meet service provider and enterprise demand for model training and inferencing workloads in their AI data centers. “AI is driving the largest infrastructure buildout in history and together with AMD and Vultr, we are building an open foundation to accelerate the next phase of AI,” said Antonio Neri, president and CEO of HPE. “AMD Helios by HPE demonstrates HPE’s unique ability to engineer the complete AI architecture with rack-scale compute, scale-up networking, and direct liquid cooling, all delivered by our global services.” The new order builds on nearly three years of collaboration between Vultr and Juniper Networks that continues to grow now that Juniper Networks is a part of HPE. “Demand for high-performance AI infrastructure continues to outpace available capacity, and our work with AMD and HPE enables us to bring Helios rack-scale compute and scale-up networking online for customers faster. Together, we're delivering the memory capacity, interconnect performance, and energy efficiency customers need to run the largest and most demanding AI training and inference workloads,” said J.J. Kardwell, CEO of Vultr. The AMD Helios AI Rack by HPE is part of the HPE AI Data Center Solutions portfolio, a deeply integrated, production-ready infrastructure stack with AMD that is designed using open standards and optimized for the demanding economics and scale of the AI lifecycle. Scale AI with an open architecture AMD designed Helios as a high-density system for trillion-parameter model training and high-volume inference. Each rack integrates 72 AMD Instinct™ MI455X GPUs with AMD EPYC™ "Venice" CPUs, AMD Pensando™ Vulcano AI NICs networking, and AMD ROCm™ software. The unified design is optimized for power, cooling, and serviceability, while supporting open, interoperable rack-scale fabrics such as UALink™ over Ethernet (UALoE). HPE Networking purpose-built for Helios, including six HPE Juniper Networking QFX5252 scale-up Ethernet switch trays per rack, connect all 72 GPUs with high-bandwidth, low-latency, standards-based Ethernet. HPE Services reduces project and operational risk through expertise in end-to-end deployment and liquid-cooling for large AI clusters. The AMD Helios by HPE order with Vultr delivers a tangible example of HPE’s integrated strategy that combines HPE Juniper Networking technologies with HPE compute, exascale liquid cooling, and rack-scale engineering to deliver an integrated, open Ethernet-based scale-up AI solution.
@alphaspace$HPE scores $1.2 billion order to deploy AMD AI racks with HPE networking gear to cloud company Vultr.
@YahooFinanceRT @alphaspace: $HPE scores $1.2 billion order to deploy AMD AI racks with HPE networking gear to cloud company Vultr. https://t.co/TyzKF34…
@businessHewlett Packard Enterprise secured a $1.2 billion order to provide AMD server racks with HPE networking gear to cloud company Vultr https://www.bloomberg.com/news/articles/2026-09-30/hpe-gets-1-2-billion-amd-gear-order-from-vultr-in-latest-ai-win?taid=6abd23f15ea6c70001c92810&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
@pequityresearchNice watchlist by @PhotonCap of names in photonics by each specific layer. Covers a lot 👍 $NVDA $AMD $AAOI $LITE $COHR $MRVL $TSM
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    5 Sources

    @MikeLongTermBREAKING $HPE Secures Its First $AMD Helios Order in $1.2 Billion Deal With @Vultr 🆕🚀🚀🚀 SUNNYVALE, Calif.--(BUSINESS WIRE)--HPE (NYSE: HPE) today announced a $1.2 billion order from Vultr, the world’s largest privately-held cloud infrastructure company, to deploy AMD Helios™ AI Rack by HPE systems at Vultr’s cloud data center locations in the United States. It is HPE's first order for the new AMD Helios system, which features purpose-built HPE Networking scale-up switching and software. HPE and AMD will support Vultr’s effort to meet service provider and enterprise demand for model training and inferencing workloads in their AI data centers. “AI is driving the largest infrastructure buildout in history and together with AMD and Vultr, we are building an open foundation to accelerate the next phase of AI,” said Antonio Neri, president and CEO of HPE. “AMD Helios by HPE demonstrates HPE’s unique ability to engineer the complete AI architecture with rack-scale compute, scale-up networking, and direct liquid cooling, all delivered by our global services.” The new order builds on nearly three years of collaboration between Vultr and Juniper Networks that continues to grow now that Juniper Networks is a part of HPE. “Demand for high-performance AI infrastructure continues to outpace available capacity, and our work with AMD and HPE enables us to bring Helios rack-scale compute and scale-up networking online for customers faster. Together, we're delivering the memory capacity, interconnect performance, and energy efficiency customers need to run the largest and most demanding AI training and inference workloads,” said J.J. Kardwell, CEO of Vultr. The AMD Helios AI Rack by HPE is part of the HPE AI Data Center Solutions portfolio, a deeply integrated, production-ready infrastructure stack with AMD that is designed using open standards and optimized for the demanding economics and scale of the AI lifecycle. Scale AI with an open architecture AMD designed Helios as a high-density system for trillion-parameter model training and high-volume inference. Each rack integrates 72 AMD Instinct™ MI455X GPUs with AMD EPYC™ "Venice" CPUs, AMD Pensando™ Vulcano AI NICs networking, and AMD ROCm™ software. The unified design is optimized for power, cooling, and serviceability, while supporting open, interoperable rack-scale fabrics such as UALink™ over Ethernet (UALoE). HPE Networking purpose-built for Helios, including six HPE Juniper Networking QFX5252 scale-up Ethernet switch trays per rack, connect all 72 GPUs with high-bandwidth, low-latency, standards-based Ethernet. HPE Services reduces project and operational risk through expertise in end-to-end deployment and liquid-cooling for large AI clusters. The AMD Helios by HPE order with Vultr delivers a tangible example of HPE’s integrated strategy that combines HPE Juniper Networking technologies with HPE compute, exascale liquid cooling, and rack-scale engineering to deliver an integrated, open Ethernet-based scale-up AI solution.
    @alphaspace$HPE scores $1.2 billion order to deploy AMD AI racks with HPE networking gear to cloud company Vultr.
    @YahooFinanceRT @alphaspace: $HPE scores $1.2 billion order to deploy AMD AI racks with HPE networking gear to cloud company Vultr. https://t.co/TyzKF34…
    @businessHewlett Packard Enterprise secured a $1.2 billion order to provide AMD server racks with HPE networking gear to cloud company Vultr https://www.bloomberg.com/news/articles/2026-09-30/hpe-gets-1-2-billion-amd-gear-order-from-vultr-in-latest-ai-win?taid=6abd23f15ea6c70001c92810&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
    @pequityresearchNice watchlist by @PhotonCap of names in photonics by each specific layer. Covers a lot 👍 $NVDA $AMD $AAOI $LITE $COHR $MRVL $TSM
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