According to CoinMeta, Su Zifeng, the Chairman and CEO of AMD, stated during the third-quarter earnings call in 2026 that the deployment of Helios rack-level AI systems is expected to increase significantly in the fourth quarter. She mentioned that as production volumes rise, OEM and ODM partners such as Lenovo Group, HPE, Dell, and Supermicro will begin to deliver the relevant systems. AMD has already started mass delivery of MI455X GPU in the third quarter, and the first batches of Helios cabinets for customers such as Anthropic, Meta, Microsoft, OpenAI, and Oracle have been put into operation, carrying their models and workloads. As partners initiate system deliveries, the scale of Helios deployment is expected to further expand.