Instinct MI-series AI GPUs
MI400 Series (MI455X) launched July 2026 and tied to Helios; first 1 GW deployments for Meta and OpenAI are set for the second half of 2026.
The numbers
What it is
Instinct accelerators for AI training and inference, sold as discrete GPUs and as part of AMD's Helios rack systems. The MI350 Series is in volume and the MI400 family, including the MI455X, is the next generation. AMD does not report Instinct revenue separately; the Data Center segment is the closest reported figure.
Why it matters to the stock. This is the main growth lever for the stock. Data Center revenue rose 107% year over year in Q2 2026, and the MI400 ramp in the second half of 2026 decides whether AMD gains share against Nvidia in AI accelerators.
News
AMD introduces Helion agentic AI rack blueprint, racks planned for November
AMD unveiled Helion, an open blueprint for agentic AI infrastructure built on the Helios rack approach and contributed to the Open Compute Project.
AMD, Cisco and HUMAIN bring Instinct systems live in Saudi Arabia
AMD, Cisco and HUMAIN said MI355X-based AI infrastructure is now live in Saudi Arabia and serving HUMAIN customers.
AMD to acquire Taalas, a custom AI inference silicon startup
AMD announced it will acquire Taalas, a Toronto-based company founded in 2023 that makes specialized AI inference silicon.
AMD Q2 2026 revenue rises 50% to $11.5B; Data Center more than doubles
AMD reported Q2 2026 revenue of $11.54 billion, up 50% year over year, with Data Center revenue of $6.72 billion, up 107%.
AMD adds MI350P PCIe GPU and 256-core EPYC 9996 at Advancing AI
Alongside the Helios launch, AMD introduced the Instinct MI350P, a PCIe card meant to add AI acceleration to existing servers, and the EPYC 9996 with 256 cores and 512 threads.
OpenAI says Helios comes online from Q4 2026 and joint kernel work deepens
At the Advancing AI keynote, OpenAI said it expects to bring AMD Helios online through several deployment partners in the second half of 2026, with deployments accelerating through 2027.
AMD and Anthropic agree to deploy up to 2 GW of MI450-series GPUs
Anthropic will deploy up to 2 gigawatts of Instinct MI450 Series GPUs in AMD Helios racks, with the first gigawatt starting in the first half of 2027.
AMD Q1 2026 revenue rose 38% to $10.25B as Data Center grew 57%
AMD reported first-quarter 2026 revenue of $10.25 billion, up 38% from a year earlier, with GAAP diluted EPS of $0.84 and non-GAAP EPS of $1.37.
AMD schedules Advancing AI 2026 for July 23 in San Francisco
AMD announced on April 28, 2026 that its flagship AI event, Advancing AI 2026, will be held on July 23, 2026 in San Francisco, in person and livestreamed.
AMD says MI355X passed 1 million tokens per second in MLPerf Inference 6.0
AMD said its Instinct MI355X GPUs passed 1 million tokens per second in the MLPerf Inference v6.0 round, released April 1, 2026, using multinode submissions.
AMD grants Meta a performance warrant for up to 160 million AMD shares
As part of the Meta agreement, AMD issued Meta a performance-based warrant for up to 160 million shares of common stock.
AMD and TCS plan 200 MW Helios rack-scale AI data center blueprint for India
AMD and Tata Consultancy Services said they will co-develop a rack-scale AI infrastructure design based on the Helios platform for India, announced during the New Delhi AI Impact Summit.
AMD guides Q1 2026 revenue to $9.8B, below expectations, and only about $100M of China MI308 sales
AMD guided first-quarter 2026 revenue to about $9.8 billion plus or minus $300 million, with non-GAAP gross margin near 55%.
AMD previews Helios rack, MI455X GPUs and MI500 roadmap at CES 2026
At CES 2026 Lisa Su previewed Helios, AMD's rack-scale AI platform built on Instinct MI455X GPUs and Venice EPYC CPUs.