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Faroo x Helios
Strong infrastructure is the foundation of a thriving staking ecosystem.
We're teaming up with @helios_stake to support the growth of liquid staking on @pharos_network.
With 5+ years securing networks and growing ecosystems, Helios brings secure validation, protocol development, and hands-on community growth.
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Bernstein: AMD Helios Rack BoM is estimated to be ~$7.2 million, of which 50% comes from the GPU alone.
$AMD
Hewlett Packard's Helios Opportunity 'Could Be Big': Analyst
AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (@katietarasov / CNBC)
(Visit Techmeme dot com for the link and full context!)
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$AMD CEO Lisa Su says “Helios is now running at Meta” as AMD invests $1B in $META and expands its AI partnership to gigawatt scale.
What caught my attention is that AMD's EPYC CPUs already power Muse while Meta is also developing custom Instinct GPUs with AMD which gives it exposure to both the AI agents and the models powering them.
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POV: You’re an engineer building AMD Helios.
Next up: putting it to the test. Episode 2 drops today 👀
$HPE just landed a $1.2B Vultr order for $AMD Helios systems with Vultr saying AI demand “continues to outpace available capacity.”
That gives AMD first real Helios proof point at scale while HPE gets a clean win as AI spending moves deeper into full rack systems.
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$HPE secured a $1.2B Vultr order for $AMD Helios AI racks, its first for the platform.
HPE also raised FY27 Networking growth guidance to high-teens/low-20s and now sees Data Center Networking growing at a low-to-high 50s% CAGR through FY29.
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