According to CoinMeta, as reported by Glonhub, Su Zifeng, the chairman of AMD and also CEO, 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 with the increase in production, OEM partners such as Lenovo Group, HPE, Dell, Supermicro, and others 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 including 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.