UBS earnings season preview: AI spending creates strong momentum, supporting Lam Research (LRCX.US) and Texas Instruments (TXN.US), while remaining cautious on Western Digital (WDC.US).
智通财经2026/10/13 00:36Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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AMD launches Helion intelligent agent AI rack design, supporting up to 32,768 cores, jointly endorsed by eight manufacturers including Cisco and Dell.
AMD has released the Helion Intelligent Agent AI rack design, based on the Open Compute Project (OCP) standard. The CPU-only configuration supports up to 32,768 CPU cores, while also offering an integrated CPU+GPU enterprise setup. The platform features a built-in token router and supports multi-model scheduling. Eight major hardware manufacturers, including Cisco, Dell, and HPE, have announced their support. Related products are expected to launch in November 2026.
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