HPE (30 Sep BW / Investor Day 8-K) books first AMD Helios AI Rack order — Vultr ~$1.2B for US cloud sites; 72× MI455X + HPE Networking scale-up Ethernet trays per rack — order/commitment, not RFS; rack count, total GPUs, and ship dates not disclosed.
HPE’s 30 Sep 2026 Business Wire release (Networking investor day) says it booked its first order for the AMD Helios AI Rack by HPE from Vultr — about $1.2 billion for deployments across Vultr’s U.S. cloud sites. Each rack is described as 72 AMD Instinct MI455X GPUs with HPE Networking scale-up Ethernet trays and AMD ROCm; soft hold: the release does not disclose rack counts, total GPU fleets, or ship dates. Ops frame: customer commitment and first HPE Helios proof point — not Ready for Service capacity you can buy today.
Source: HPE Business Wire — first AMD Helios AI Rack order (Vultr) (2026-09-30) · Mirror: Yahoo Finance / HPE Helios · Soft hold: no invented rack/GPU totals or delivery windows; StorageReview secondary only