Supermicro translates EPYC™ capabilities into a broad H15 portfolio that helps customers choose systems for different enterprise and AI workloads. Join Andrew and Ron at OCP summit as they dive into this topic along with @AMD's newly announced Helion, an open, rack-scale blueprint for agentic AI. Learn more:

$AMD CEO Lisa Su says EPYC Venice demand is “the strongest we have seen for any new EPYC generation.” Even OpenAI picked EPYC to host its first custom AI accelerator showing why more ASIC racks and AI agents can drive demand for AMD CPUs.

$AMD CEO Lisa Su on EPYC Venice demand: “We began revenue shipments of EPYC Venice processors in the third quarter and the first OEM systems are on track for availability this quarter.” “Early demand is the strongest we have seen for any new EPYC generation.” Su added that OEM and ODM partners have committed to more than 240 Venice platforms, 20% more than Turin, with cloud providers beginning deployments this quarter ahead of instance rollouts in early 2027. OpenAI selected EPYC Turin as the host CPU for its first custom AI accelerator platforms.

$AMD reports TODAY Can MI350 demand and EPYC share gains keep data centre growth accelerating? Expected: - Revenue: $11.3B - EPS: $1.61 Source: Yahoo Finance as of August 3, 2026

Supermicro's all new H15 generation solutions featuring the latest @AMD EPYC™ 9006 series processors provide maximum core count, density, and efficiency for enterprise customers. The H15 GrandTwin® and FlexTwin™ systems are built on Supermicro's multi-node architecture to maximize compute density and power efficiency for cloud services and more! Watch the video to learn more: #Supermicro# #AMD# #H15#

$AMD just launched Helion which is an AI agent rack with up to 33K EPYC cores backed by $DELL, $HPE, $CSCO and $SMCI as agents drive more demand for CPU compute beyond GPUs. AMD is also building in a token router that sends each request to the most cost effective AI model.

Physical AI becomes yet another growth vector for $AMD. Kodiak is putting AMD EPYC processors at the heart of its seventh-generation driverless truck platform — the first company to deploy them in driverless trucking hardware. Higher performance. Lower power. Faster real-time processing of the massive sensor data these trucks need to operate safely with no one in the cab. Already running fully driverless in the Permian. Targeting public highways later this year. As autonomy scales, the compute powering it carries increasing profit potential.