OpenAI and Meta each commit 6GW to AMD infrastructure, with Helios deployments set for H2 2026

The article says OpenAI and Meta have each committed to buy six gigawatts (6GW) of AMD infrastructure, with the first Helios systems slated to begin deployment in H2 2026. It adds that AMD’s MI400 accelerators will carry 432GB of HBM4 memory and nearly 20TB/s of bandwidth to bolster inference performance. The piece also notes AMD’s server CPU market share has risen to 32.6%, while server CPU revenue share reached a record 46.2%.