Shay Boloor(@StockSavvyShay):$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.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.09.30 11:55

$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.