[AMD Chairman and CEO Su Zifeng: It is expected that the Helios rack-level AI system will be delivered in large quantities in the fourth quarter] "Science and Technology Innovation Board Daily" reported on the 4th that AMD Chairman and CEO Su Zifeng said at the 2026 third quarter results conference call that the deployment of Helios rack-level AI systems is expected to increase significantly in the fourth quarter. When introducing the delivery progress, she clearly mentioned that as production increases, OEM and ODM partners such as Lenovo Group, HPE, Dell, and Supermicro will begin to deliver relevant systems. According to Su Zifeng, AMD has begun batch delivery of MI455X GPUs in the third quarter, and the first batch of Helios cabinets from customers such as Anthropic, Meta, Microsoft, OpenAI, and Oracle have been put into operation to carry their models and workloads. In the fourth quarter, Helios deployment scale is expected to further expand as partners initiate system delivery. (Kechuangban Daily reporter Huang Xinyi)