HPE lands $1.2 billion Vultr AI rack order
Hewlett Packard Enterprise has won a $1.2 billion order from Vultr for AMD Helios AI racks, the first customer order HPE has announced for the system. Vultr plans to install the racks in US cloud data centres for model training and inference. Each rack combines 72 AMD accelerators with HPE’s Juniper networking, CPUs, network cards, cooling and AMD’s ROCm software. Why it matters A cloud operator adding AI capacity is buying an integrated rack rather than assembling chips, switches and cooling separately. The order gives AMD and HPE a large deployment in a market where Nvidia’s rack-scale systems set the commercial reference point. ...